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 | $184,904 | $160,055+15.5% | $140,016+32.1% | $135,375+36.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.55% | 911.38%-917.9pp | 651.12%-657.7pp | 519.73%-526.3pp |
| Employer contribution / active EE | $10,490 | $6,420+63.4% | $5,606+87.1% | $4,779+119.5% |
| Participant deferral / active EE | $8,755 | $7,642+14.6% | $6,927+26.4% | $5,609+56.1% |
| Admin fee / account holder | $516 | $13,328-96.1% | $10,705-95.2% | $10,827-95.2% |