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 | $91,149 | $72,404+25.9% | $110,238-17.3% | $64,186+42.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -5.57% | -6.29%+0.7pp | 314.74%-320.3pp | 7.63%-13.2pp |
| Employer contribution / active EE | $4,742 | $2,282+107.8% | $3,826+23.9% | $2,381+99.2% |
| Participant deferral / active EE | $3,465 | $3,469-0.1% | $4,672-25.8% | $3,470-0.1% |
| Admin fee / account holder | $6,158 | $5,664+8.7% | $8,547-28.0% | $4,888+26.0% |