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 | $111,942 | $138,044-18.9% | $125,339-10.7% | $134,475-16.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.94% | 750.33%-767.3pp | 572.05%-589.0pp | 417.96%-434.9pp |
| Employer contribution / active EE | $992 | $5,243-81.1% | $4,814-79.4% | $4,740-79.1% |
| Participant deferral / active EE | $14,191 | $7,799+82.0% | $7,446+90.6% | $6,400+121.8% |
| Admin fee / account holder | $2,261 | $11,571-80.5% | $10,010-77.4% | $11,426-80.2% |