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 | $76,331 | $76,000+0.4% | $154,107-50.5% | $64,186+18.9% |
| Participation rate | 97.0% | 70.4%+26.6pp | 83.0%+13.9pp | 69.6%+27.4pp |
| Annual return | -4.65% | 30.32%-35.0pp | 735.12%-739.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $6,267 | $3,351+87.0% | $5,298+18.3% | $2,381+163.2% |
| Participant deferral / active EE | $4,491 | $3,175+41.4% | $5,081-11.6% | $3,470+29.4% |
| Admin fee / account holder | $2,406 | $5,596-57.0% | $13,411-82.1% | $4,888-50.8% |