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 | $145,714 | $180,449-19.2% | $154,107-5.4% | $135,375+7.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.21% | 888.09%-894.3pp | 735.12%-741.3pp | 519.73%-525.9pp |
| Employer contribution / active EE | $15,197 | $6,035+151.8% | $5,298+186.9% | $4,779+218.0% |
| Participant deferral / active EE | $8,044 | $5,806+38.5% | $5,081+58.3% | $5,609+43.4% |
| Admin fee / account holder | $2,691 | $16,143-83.3% | $13,411-79.9% | $10,827-75.1% |