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 | $64,435 | $72,404-11.0% | $110,238-41.5% | $64,186+0.4% |
| Participation rate | 87.5% | 73.3%+14.2pp | 79.8%+7.7pp | 69.6%+17.9pp |
| Annual return | -3.43% | -6.29%+2.9pp | 314.74%-318.2pp | 7.63%-11.1pp |
| Employer contribution / active EE | $1,557 | $2,282-31.7% | $3,826-59.3% | $2,381-34.6% |
| Participant deferral / active EE | $4,827 | $3,469+39.1% | $4,672+3.3% | $3,470+39.1% |
| Admin fee / account holder | $14,341 | $5,664+153.2% | $8,547+67.8% | $4,888+193.4% |