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 | $161,506 | $97,757+65.2% | $83,848+92.6% | $135,375+19.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.10% | 1287.37%-1294.5pp | 850.88%-858.0pp | 519.73%-526.8pp |
| Employer contribution / active EE | $10,736 | $4,222+154.3% | $3,631+195.7% | $4,779+124.7% |
| Participant deferral / active EE | $5,963 | $4,682+27.3% | $4,082+46.1% | $5,609+6.3% |
| Admin fee / account holder | $1,521 | $6,674-77.2% | $5,478-72.2% | $10,827-85.9% |