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 | $58,976 | $49,177+19.9% | $79,464-25.8% | $64,186-8.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -6.96% | -1.16%-5.8pp | 718.14%-725.1pp | 7.63%-14.6pp |
| Employer contribution / active EE | $3,765 | $2,076+81.3% | $2,800+34.4% | $2,381+58.1% |
| Participant deferral / active EE | $3,211 | $2,821+13.8% | $3,704-13.3% | $3,470-7.4% |
| Admin fee / account holder | $3,181 | $3,839-17.1% | $5,113-37.8% | $4,888-34.9% |