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 | $179,711 | $92,703+93.9% | $82,719+117.3% | $134,475+33.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.77% | 944.92%-964.7pp | 701.18%-720.9pp | 417.96%-437.7pp |
| Employer contribution / active EE | $15,907 | $3,274+385.9% | $3,009+428.7% | $4,740+235.6% |
| Participant deferral / active EE | $16,090 | $4,802+235.1% | $4,395+266.1% | $6,400+151.4% |
| Admin fee / account holder | $56,645 | $5,983+846.8% | $5,329+963.0% | $11,426+395.8% |