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 | $77,959 | $82,664-5.7% | $125,339-37.8% | $68,494+13.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.33% | -5.97%-11.4pp | 572.05%-589.4pp | -7.84%-9.5pp |
| Employer contribution / active EE | $7,297 | $3,381+115.8% | $4,814+51.6% | $2,596+181.0% |
| Participant deferral / active EE | $5,948 | $6,110-2.7% | $7,446-20.1% | $4,027+47.7% |
| Admin fee / account holder | $1,799 | $6,275-71.3% | $10,010-82.0% | $5,403-66.7% |