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 | $218,982 | $190,805+14.8% | $159,960+36.9% | $134,475+62.8% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -7.84% | 552.23%-560.1pp | 408.60%-416.4pp | 417.96%-425.8pp |
| Employer contribution / active EE | $4,959 | $4,995-0.7% | $4,226+17.4% | $4,740+4.6% |
| Participant deferral / active EE | $16,404 | $6,923+137.0% | $6,182+165.3% | $6,400+156.3% |
| Admin fee / account holder | $5,035 | $10,471-51.9% | $8,698-42.1% | $11,426-55.9% |