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 | $39,085 | $52,519-25.6% | $155,790-74.9% | $59,632-34.5% |
| Participation rate | 100.0% | 61.7%+38.3pp | 76.1%+23.9pp | 68.7%+31.3pp |
| Annual return | -0.20% | 53.51%-53.7pp | 71.54%-71.7pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $1,504 | $1,589-5.4% | $3,836-60.8% | $2,203-31.7% |
| Participant deferral / active EE | $2,321 | $3,084-24.8% | $4,797-51.6% | $3,192-27.3% |
| Admin fee / account holder | $11,491 | $3,540+224.6% | $7,478+53.7% | $4,297+167.4% |