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 | $80,174 | $72,177+11.1% | $115,037-30.3% | $59,632+34.4% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -1.16% | 12.02%-13.2pp | 26.14%-27.3pp | 2041.28%-2042.4pp |
| Employer contribution / active EE | $2,948 | $2,841+3.8% | $4,608-36.0% | $2,203+33.9% |
| Participant deferral / active EE | $5,068 | $4,783+6.0% | $6,026-15.9% | $3,192+58.8% |
| Admin fee / account holder | $34,449 | $4,927+599.2% | $8,175+321.4% | $4,297+701.7% |