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 | $62,973 | $53,162+18.5% | $91,220-31.0% | $68,494-8.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 73.2%+26.8pp | 67.9%+32.1pp |
| Annual return | -11.36% | -3.14%-8.2pp | 114.01%-125.4pp | -7.84%-3.5pp |
| Employer contribution / active EE | $4,381 | $1,709+156.3% | $2,850+53.7% | $2,596+68.7% |
| Participant deferral / active EE | $5,320 | $2,974+78.9% | $4,234+25.7% | $4,027+32.1% |
| Admin fee / account holder | $28,914 | $4,493+543.5% | $5,420+433.5% | $5,403+435.2% |