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 | $144,867 | $138,044+4.9% | $125,339+15.6% | $134,475+7.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.21% | 750.33%-759.5pp | 572.05%-581.3pp | 417.96%-427.2pp |
| Employer contribution / active EE | $12,370 | $5,243+135.9% | $4,814+157.0% | $4,740+161.0% |
| Participant deferral / active EE | $11,838 | $7,799+51.8% | $7,446+59.0% | $6,400+85.0% |
| Admin fee / account holder | $407 | $11,571-96.5% | $10,010-95.9% | $11,426-96.4% |