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 | $80,957 | $75,828+6.8% | $147,614-45.2% | $59,632+35.8% |
| Participation rate | 94.4% | 71.6%+22.8pp | 84.6%+9.7pp | 68.7%+25.7pp |
| Annual return | -0.41% | 0.37%-0.8pp | 61.98%-62.4pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $5,337 | $3,485+53.2% | $5,564-4.1% | $2,203+142.3% |
| Participant deferral / active EE | $1,349 | $3,130-56.9% | $4,895-72.4% | $3,192-57.7% |
| Admin fee / account holder | $17,202 | $5,985+187.4% | $11,611+48.1% | $4,297+300.3% |