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 | $62,484 | $76,000-17.8% | $154,107-59.5% | $64,186-2.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.74% | 30.32%-35.1pp | 735.12%-739.9pp | 7.63%-12.4pp |
| Employer contribution / active EE | $3,882 | $3,351+15.8% | $5,298-26.7% | $2,381+63.0% |
| Participant deferral / active EE | $2,860 | $3,175-9.9% | $5,081-43.7% | $3,470-17.6% |
| Admin fee / account holder | $963 | $5,596-82.8% | $13,411-92.8% | $4,888-80.3% |