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 | $233,022 | $180,449+29.1% | $154,107+51.2% | $135,375+72.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.89% | 888.09%-895.0pp | 735.12%-742.0pp | 519.73%-526.6pp |
| Employer contribution / active EE | $4,488 | $6,035-25.6% | $5,298-15.3% | $4,779-6.1% |
| Participant deferral / active EE | $10,089 | $5,806+73.8% | $5,081+98.6% | $5,609+79.9% |
| Admin fee / account holder | $1,244 | $16,143-92.3% | $13,411-90.7% | $10,827-88.5% |