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 | $237,021 | $138,065+71.7% | $123,544+91.9% | $135,375+75.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.90% | 153.68%-157.6pp | 119.20%-123.1pp | 519.73%-523.6pp |
| Employer contribution / active EE | $4,753 | $5,151-7.7% | $4,628+2.7% | $4,779-0.5% |
| Participant deferral / active EE | $13,241 | $6,799+94.7% | $6,426+106.1% | $5,609+136.1% |
| Admin fee / account holder | $413 | $10,916-96.2% | $9,284-95.6% | $10,827-96.2% |