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 | $43,311 | $76,000-43.0% | $154,107-71.9% | $64,186-32.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -3.96% | 30.32%-34.3pp | 735.12%-739.1pp | 7.63%-11.6pp |
| Employer contribution / active EE | $1,400 | $3,351-58.2% | $5,298-73.6% | $2,381-41.2% |
| Participant deferral / active EE | $1,510 | $3,175-52.4% | $5,081-70.3% | $3,470-56.5% |
| Admin fee / account holder | $1,489 | $5,596-73.4% | $13,411-88.9% | $4,888-69.5% |