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 | $144,793 | $160,055-9.5% | $140,016+3.4% | $135,375+7.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.77% | 911.38%-919.1pp | 651.12%-658.9pp | 519.73%-527.5pp |
| Employer contribution / active EE | $10,717 | $6,420+66.9% | $5,606+91.2% | $4,779+124.3% |
| Participant deferral / active EE | $15,160 | $7,642+98.4% | $6,927+118.8% | $5,609+170.3% |
| Admin fee / account holder | $485 | $13,328-96.4% | $10,705-95.5% | $10,827-95.5% |