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 | $60,279 | $72,177-16.5% | $115,037-47.6% | $59,632+1.1% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -1.13% | 12.02%-13.1pp | 26.14%-27.3pp | 2041.28%-2042.4pp |
| Employer contribution / active EE | $3,038 | $2,841+6.9% | $4,608-34.1% | $2,203+37.9% |
| Participant deferral / active EE | $3,122 | $4,783-34.7% | $6,026-48.2% | $3,192-2.2% |
| Admin fee / account holder | $1,709 | $4,927-65.3% | $8,175-79.1% | $4,297-60.2% |