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 | $63,058 | $49,177+28.2% | $79,464-20.6% | $64,186-1.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -6.17% | -1.16%-5.0pp | 718.14%-724.3pp | 7.63%-13.8pp |
| Employer contribution / active EE | $3,750 | $2,076+80.6% | $2,800+33.9% | $2,381+57.5% |
| Participant deferral / active EE | $5,254 | $2,821+86.2% | $3,704+41.9% | $3,470+51.4% |
| Admin fee / account holder | $5,287 | $3,839+37.7% | $5,113+3.4% | $4,888+8.2% |