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 | $209,901 | $180,449+16.3% | $154,107+36.2% | $135,375+55.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.79% | 888.09%-896.9pp | 735.12%-743.9pp | 519.73%-528.5pp |
| Employer contribution / active EE | $1,783 | $6,035-70.5% | $5,298-66.3% | $4,779-62.7% |
| Participant deferral / active EE | $4,360 | $5,806-24.9% | $5,081-14.2% | $5,609-22.3% |
| Admin fee / account holder | $1,575 | $16,143-90.2% | $13,411-88.3% | $10,827-85.5% |