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 | $63,172 | $54,350+16.2% | $82,719-23.6% | $68,494-7.8% |
| Participation rate | 98.3% | 63.9%+34.4pp | 72.6%+25.8pp | 67.9%+30.4pp |
| Annual return | -15.50% | -13.67%-1.8pp | 701.18%-716.7pp | -7.84%-7.7pp |
| Employer contribution / active EE | $6,533 | $2,218+194.5% | $3,009+117.1% | $2,596+151.6% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,395-100.0% | $4,027-100.0% |
| Admin fee / account holder | $1,864 | $4,395-57.6% | $5,329-65.0% | $5,403-65.5% |