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 | $56,319 | $49,451+13.9% | $79,550-29.2% | $66,914-15.8% |
| Participation rate | 100.0% | 61.3%+38.7pp | 69.5%+30.5pp | 69.8%+30.2pp |
| Annual return | -18.34% | 84.25%-102.6pp | 0.16%-18.5pp | 1.58%-19.9pp |
| Employer contribution / active EE | $8,769 | $1,266+592.9% | $2,413+263.4% | $2,544+244.7% |
| Participant deferral / active EE | $7,168 | $3,159+126.9% | $3,985+79.9% | $4,237+69.2% |
| Admin fee / account holder | $1,058 | $595+77.9% | $6,832-84.5% | $593+78.3% |