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 | $107,122 | $76,000+41.0% | $154,107-30.5% | $64,186+66.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -1.92% | 30.32%-32.2pp | 735.12%-737.0pp | 7.63%-9.6pp |
| Employer contribution / active EE | $5,936 | $3,351+77.1% | $5,298+12.0% | $2,381+149.3% |
| Participant deferral / active EE | $3,443 | $3,175+8.4% | $5,081-32.2% | $3,470-0.8% |
| Admin fee / account holder | $2,343 | $5,596-58.1% | $13,411-82.5% | $4,888-52.1% |