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 | $244,008 | $76,000+221.1% | $154,107+58.3% | $64,186+280.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.88% | 30.32%-36.2pp | 735.12%-741.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $634 | $3,351-81.1% | $5,298-88.0% | $2,381-73.4% |
| Participant deferral / active EE | $904 | $3,175-71.5% | $5,081-82.2% | $3,470-73.9% |
| Admin fee / account holder | $15,434 | $5,596+175.8% | $13,411+15.1% | $4,888+215.7% |