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 | $215,194 | $180,449+19.3% | $154,107+39.6% | $135,375+59.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.49% | 888.09%-894.6pp | 735.12%-741.6pp | 519.73%-526.2pp |
| Employer contribution / active EE | $3,561 | $6,035-41.0% | $5,298-32.8% | $4,779-25.5% |
| Participant deferral / active EE | $11,550 | $5,806+98.9% | $5,081+127.3% | $5,609+105.9% |
| Admin fee / account holder | $9,333 | $16,143-42.2% | $13,411-30.4% | $10,827-13.8% |