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 | $83,939 | $72,404+15.9% | $110,238-23.9% | $64,186+30.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -7.04% | -6.29%-0.8pp | 314.74%-321.8pp | 7.63%-14.7pp |
| Employer contribution / active EE | $2,044 | $2,282-10.4% | $3,826-46.6% | $2,381-14.2% |
| Participant deferral / active EE | $5,519 | $3,469+59.1% | $4,672+18.1% | $3,470+59.1% |
| Admin fee / account holder | $8,641 | $5,664+52.5% | $8,547+1.1% | $4,888+76.8% |