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 | $55,722 | $32,117+73.5% | $71,086-21.6% | $64,186-13.2% |
| Participation rate | 100.0% | 42.7%+57.3pp | 54.7%+45.3pp | 69.6%+30.4pp |
| Annual return | -5.36% | -5.57%+0.2pp | 650.59%-655.9pp | 7.63%-13.0pp |
| Employer contribution / active EE | $3,024 | $712+324.6% | $1,088+178.0% | $2,381+27.0% |
| Participant deferral / active EE | $2,344 | $1,263+85.6% | $1,874+25.1% | $3,470-32.4% |
| Admin fee / account holder | $2,012 | $2,759-27.1% | $3,082-34.7% | $4,888-58.8% |