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 | $175,577 | $180,449-2.7% | $154,107+13.9% | $135,375+29.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.38% | 888.09%-895.5pp | 735.12%-742.5pp | 519.73%-527.1pp |
| Employer contribution / active EE | $3,666 | $6,035-39.3% | $5,298-30.8% | $4,779-23.3% |
| Participant deferral / active EE | $9,190 | $5,806+58.3% | $5,081+80.9% | $5,609+63.8% |
| Admin fee / account holder | $397 | $16,143-97.5% | $13,411-97.0% | $10,827-96.3% |