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 | $237,592 | $180,449+31.7% | $154,107+54.2% | $135,375+75.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.07% | 888.09%-896.2pp | 735.12%-743.2pp | 519.73%-527.8pp |
| Employer contribution / active EE | $1,456 | $6,035-75.9% | $5,298-72.5% | $4,779-69.5% |
| Participant deferral / active EE | $5,000 | $5,806-13.9% | $5,081-1.6% | $5,609-10.9% |
| Admin fee / account holder | $11,260 | $16,143-30.2% | $13,411-16.0% | $10,827+4.0% |