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 | $113,585 | $76,000+49.5% | $154,107-26.3% | $64,186+77.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.98% | 30.32%-35.3pp | 735.12%-740.1pp | 7.63%-12.6pp |
| Employer contribution / active EE | $6,354 | $3,351+89.6% | $5,298+19.9% | $2,381+166.9% |
| Participant deferral / active EE | $12,649 | $3,175+298.4% | $5,081+149.0% | $3,470+264.6% |
| Admin fee / account holder | $56,359 | $5,596+907.1% | $13,411+320.2% | $4,888+1053.0% |