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 | $212,084 | $138,044+53.6% | $125,339+69.2% | $134,475+57.7% |
| Participation rate | 93.8% | 84.5%+9.3pp | 82.4%+11.4pp | 81.2%+12.5pp |
| Annual return | -17.04% | 750.33%-767.4pp | 572.05%-589.1pp | 417.96%-435.0pp |
| Employer contribution / active EE | $6,500 | $5,243+24.0% | $4,814+35.0% | $4,740+37.1% |
| Participant deferral / active EE | $9,551 | $7,799+22.5% | $7,446+28.3% | $6,400+49.2% |
| Admin fee / account holder | $112,886 | $11,571+875.6% | $10,010+1027.8% | $11,426+888.0% |