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 | $179,297 | $138,044+29.9% | $125,339+43.1% | $134,475+33.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.33% | 750.33%-766.7pp | 572.05%-588.4pp | 417.96%-434.3pp |
| Employer contribution / active EE | $14,651 | $5,243+179.4% | $4,814+204.4% | $4,740+209.1% |
| Participant deferral / active EE | $13,860 | $7,799+77.7% | $7,446+86.1% | $6,400+116.6% |
| Admin fee / account holder | $54,411 | $11,571+370.2% | $10,010+443.6% | $11,426+376.2% |