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 | $212,449 | $138,044+53.9% | $125,339+69.5% | $134,475+58.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.60% | 750.33%-763.9pp | 572.05%-585.6pp | 417.96%-431.6pp |
| Employer contribution / active EE | $6,394 | $5,243+21.9% | $4,814+32.8% | $4,740+34.9% |
| Participant deferral / active EE | $5,398 | $7,799-30.8% | $7,446-27.5% | $6,400-15.7% |
| Admin fee / account holder | $758 | $11,571-93.4% | $10,010-92.4% | $11,426-93.4% |