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 | $82,488 | $76,000+8.5% | $154,107-46.5% | $64,186+28.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.47% | 30.32%-36.8pp | 735.12%-741.6pp | 7.63%-14.1pp |
| Employer contribution / active EE | $2,739 | $3,351-18.2% | $5,298-48.3% | $2,381+15.1% |
| Participant deferral / active EE | $9,437 | $3,175+197.2% | $5,081+85.7% | $3,470+172.0% |
| Admin fee / account holder | $3,062 | $5,596-45.3% | $13,411-77.2% | $4,888-37.4% |