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 | $207,185 | $160,055+29.4% | $140,016+48.0% | $135,375+53.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.87% | 911.38%-918.3pp | 651.12%-658.0pp | 519.73%-526.6pp |
| Employer contribution / active EE | $22,572 | $6,420+251.6% | $5,606+302.7% | $4,779+372.3% |
| Participant deferral / active EE | $17,881 | $7,642+134.0% | $6,927+158.1% | $5,609+218.8% |
| Admin fee / account holder | $21,693 | $13,328+62.8% | $10,705+102.6% | $10,827+100.4% |