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 | $221,948 | $138,044+60.8% | $125,339+77.1% | $134,475+65.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.91% | 750.33%-768.2pp | 572.05%-590.0pp | 417.96%-435.9pp |
| Employer contribution / active EE | $3,647 | $5,243-30.5% | $4,814-24.2% | $4,740-23.1% |
| Participant deferral / active EE | $7,747 | $7,799-0.7% | $7,446+4.0% | $6,400+21.0% |
| Admin fee / account holder | $7,046 | $11,571-39.1% | $10,010-29.6% | $11,426-38.3% |