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 | $78,409 | $69,010+13.6% | $159,960-51.0% | $68,494+14.5% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -16.45% | -9.65%-6.8pp | 408.60%-425.1pp | -7.84%-8.6pp |
| Employer contribution / active EE | $3,600 | $2,213+62.7% | $4,226-14.8% | $2,596+38.7% |
| Participant deferral / active EE | $11,376 | $4,212+170.1% | $6,182+84.0% | $4,027+182.5% |
| Admin fee / account holder | $2,836 | $4,798-40.9% | $8,698-67.4% | $5,403-47.5% |