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 | $121,453 | $76,000+59.8% | $154,107-21.2% | $64,186+89.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.68% | 30.32%-36.0pp | 735.12%-740.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $8,387 | $3,351+150.3% | $5,298+58.3% | $2,381+252.3% |
| Participant deferral / active EE | $5,363 | $3,175+68.9% | $5,081+5.6% | $3,470+54.6% |
| Admin fee / account holder | $1,378 | $5,596-75.4% | $13,411-89.7% | $4,888-71.8% |