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 | $212,876 | $138,044+54.2% | $125,339+69.8% | $134,475+58.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.50% | 750.33%-762.8pp | 572.05%-584.6pp | 417.96%-430.5pp |
| Employer contribution / active EE | $15,203 | $5,243+190.0% | $4,814+215.8% | $4,740+220.8% |
| Participant deferral / active EE | $9,367 | $7,799+20.1% | $7,446+25.8% | $6,400+46.4% |
| Admin fee / account holder | $1,137 | $11,571-90.2% | $10,010-88.6% | $11,426-90.1% |