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 | $79,292 | $76,000+4.3% | $154,107-48.5% | $64,186+23.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -7.79% | 30.32%-38.1pp | 735.12%-742.9pp | 7.63%-15.4pp |
| Employer contribution / active EE | $7,583 | $3,351+126.3% | $5,298+43.1% | $2,381+218.5% |
| Participant deferral / active EE | $4,412 | $3,175+39.0% | $5,081-13.2% | $3,470+27.2% |
| Admin fee / account holder | $979 | $5,596-82.5% | $13,411-92.7% | $4,888-80.0% |