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 | $105,435 | $76,000+38.7% | $154,107-31.6% | $64,186+64.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -0.87% | 30.32%-31.2pp | 735.12%-736.0pp | 7.63%-8.5pp |
| Employer contribution / active EE | $2,061 | $3,351-38.5% | $5,298-61.1% | $2,381-13.4% |
| Participant deferral / active EE | $4,956 | $3,175+56.1% | $5,081-2.5% | $3,470+42.8% |
| Admin fee / account holder | $38,555 | $5,596+589.0% | $13,411+187.5% | $4,888+688.8% |