See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,985 | $104,106+72.9% | $71,086+153.2% | $135,375+33.0% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -6.64% | 1256.30%-1262.9pp | 650.59%-657.2pp | 519.73%-526.4pp |
| Employer contribution / active EE | $11,991 | $1,485+707.5% | $1,088+1002.5% | $4,779+150.9% |
| Participant deferral / active EE | $9,617 | $2,527+280.6% | $1,874+413.1% | $5,609+71.5% |
| Admin fee / account holder | $2,553 | $4,142-38.4% | $3,082-17.2% | $10,827-76.4% |