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 | $56,270 | $57,354-1.9% | $83,848-32.9% | $64,186-12.3% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -3.52% | 11.38%-14.9pp | 850.88%-854.4pp | 7.63%-11.2pp |
| Employer contribution / active EE | $1,230 | $2,545-51.7% | $3,631-66.1% | $2,381-48.4% |
| Participant deferral / active EE | $4,527 | $2,993+51.2% | $4,082+10.9% | $3,470+30.5% |
| Admin fee / account holder | $10,742 | $4,046+165.5% | $5,478+96.1% | $4,888+119.8% |