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 8-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 | $130,769 | $138,044-5.3% | $125,339+4.3% | $134,475-2.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.60% | 750.33%-762.9pp | 572.05%-584.7pp | 417.96%-430.6pp |
| Employer contribution / active EE | $24,541 | $5,243+368.0% | $4,814+409.8% | $4,740+417.8% |
| Participant deferral / active EE | $12,108 | $7,799+55.3% | $7,446+62.6% | $6,400+89.2% |
| Admin fee / account holder | $23,951 | $11,571+107.0% | $10,010+139.3% | $11,426+109.6% |