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 | $77,017 | $54,350+41.7% | $82,719-6.9% | $68,494+12.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -14.73% | -13.67%-1.1pp | 701.18%-715.9pp | -7.84%-6.9pp |
| Employer contribution / active EE | $3,505 | $2,218+58.0% | $3,009+16.5% | $2,596+35.0% |
| Participant deferral / active EE | $4,540 | $3,246+39.8% | $4,395+3.3% | $4,027+12.7% |
| Admin fee / account holder | $6,168 | $4,395+40.3% | $5,329+15.7% | $5,403+14.2% |