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 | $70,725 | $59,107+19.7% | $86,436-18.2% | $68,494+3.3% |
| Participation rate | 88.0% | 75.2%+12.8pp | 80.3%+7.7pp | 67.9%+20.1pp |
| Annual return | -15.46% | -0.23%-15.2pp | 4394.89%-4410.4pp | -7.84%-7.6pp |
| Employer contribution / active EE | $1,925 | $2,519-23.6% | $3,769-48.9% | $2,596-25.8% |
| Participant deferral / active EE | $2,711 | $5,901-54.1% | $6,952-61.0% | $4,027-32.7% |
| Admin fee / account holder | $29,562 | $5,637+424.5% | $6,731+339.2% | $5,403+447.2% |