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 | $102,535 | $76,000+34.9% | $154,107-33.5% | $64,186+59.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -3.41% | 30.32%-33.7pp | 735.12%-738.5pp | 7.63%-11.0pp |
| Employer contribution / active EE | $2,248 | $3,351-32.9% | $5,298-57.6% | $2,381-5.6% |
| Participant deferral / active EE | $2,056 | $3,175-35.3% | $5,081-59.5% | $3,470-40.8% |
| Admin fee / account holder | $645 | $5,596-88.5% | $13,411-95.2% | $4,888-86.8% |