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 | $80,059 | $52,519+52.4% | $155,790-48.6% | $59,632+34.3% |
| Participation rate | 80.0% | 61.7%+18.3pp | 76.1%+3.9pp | 68.7%+11.3pp |
| Annual return | -1.42% | 53.51%-54.9pp | 71.54%-73.0pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $1,169 | $1,589-26.4% | $3,836-69.5% | $2,203-46.9% |
| Participant deferral / active EE | $2,432 | $3,084-21.2% | $4,797-49.3% | $3,192-23.8% |
| Admin fee / account holder | $7,217 | $3,540+103.9% | $7,478-3.5% | $4,297+68.0% |