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 | $144,551 | $99,640+45.1% | $86,436+67.2% | $134,475+7.5% |
| Participation rate | 86.7% | 82.0%+4.6pp | 80.3%+6.3pp | 81.2%+5.4pp |
| Annual return | -16.02% | 6782.58%-6798.6pp | 4394.89%-4410.9pp | 417.96%-434.0pp |
| Employer contribution / active EE | $0 | $4,400-100.0% | $3,769-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $9,548 | $7,246+31.8% | $6,952+37.4% | $6,400+49.2% |
| Admin fee / account holder | $3,325 | $8,371-60.3% | $6,731-50.6% | $11,426-70.9% |