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 | $79,226 | $75,828+4.5% | $147,614-46.3% | $59,632+32.9% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -0.73% | 0.37%-1.1pp | 61.98%-62.7pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $2,479 | $3,485-28.9% | $5,564-55.4% | $2,203+12.6% |
| Participant deferral / active EE | $5,002 | $3,130+59.8% | $4,895+2.2% | $3,192+56.7% |
| Admin fee / account holder | $940 | $5,985-84.3% | $11,611-91.9% | $4,297-78.1% |