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 | $120,490 | $69,010+74.6% | $159,960-24.7% | $68,494+75.9% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -9.25% | -9.65%+0.4pp | 408.60%-417.9pp | -7.84%-1.4pp |
| Employer contribution / active EE | $2,472 | $2,213+11.7% | $4,226-41.5% | $2,596-4.8% |
| Participant deferral / active EE | $5,430 | $4,212+28.9% | $6,182-12.2% | $4,027+34.8% |
| Admin fee / account holder | $9,663 | $4,798+101.4% | $8,698+11.1% | $5,403+78.9% |