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 | $188,525 | $138,044+36.6% | $125,339+50.4% | $134,475+40.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.46% | 750.33%-764.8pp | 572.05%-586.5pp | 417.96%-432.4pp |
| Employer contribution / active EE | $19,978 | $5,243+281.0% | $4,814+315.0% | $4,740+321.5% |
| Participant deferral / active EE | $16,208 | $7,799+107.8% | $7,446+117.7% | $6,400+153.3% |
| Admin fee / account holder | $4,697 | $11,571-59.4% | $10,010-53.1% | $11,426-58.9% |