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 | $146,269 | $138,044+6.0% | $125,339+16.7% | $134,475+8.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.28% | 750.33%-770.6pp | 572.05%-592.3pp | 417.96%-438.2pp |
| Employer contribution / active EE | $3,627 | $5,243-30.8% | $4,814-24.7% | $4,740-23.5% |
| Participant deferral / active EE | $8,533 | $7,799+9.4% | $7,446+14.6% | $6,400+33.3% |
| Admin fee / account holder | $20,825 | $11,571+80.0% | $10,010+108.1% | $11,426+82.3% |