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 | $116,092 | $90,600+28.1% | $79,464+46.1% | $135,375-14.2% |
| Participation rate | 87.5% | 76.0%+11.5pp | 73.3%+14.2pp | 82.6%+4.9pp |
| Annual return | -3.62% | 977.43%-981.1pp | 718.14%-721.8pp | 519.73%-523.4pp |
| Employer contribution / active EE | $9,442 | $3,068+207.8% | $2,800+237.2% | $4,779+97.6% |
| Participant deferral / active EE | $10,143 | $4,050+150.4% | $3,704+173.9% | $5,609+80.8% |
| Admin fee / account holder | $82,009 | $5,907+1288.4% | $5,113+1503.9% | $10,827+657.4% |