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 | $134,124 | $180,449-25.7% | $154,107-13.0% | $135,375-0.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.59% | 888.09%-892.7pp | 735.12%-739.7pp | 519.73%-524.3pp |
| Employer contribution / active EE | $1,870 | $6,035-69.0% | $5,298-64.7% | $4,779-60.9% |
| Participant deferral / active EE | $6,188 | $5,806+6.6% | $5,081+21.8% | $5,609+10.3% |
| Admin fee / account holder | $21,890 | $16,143+35.6% | $13,411+63.2% | $10,827+102.2% |