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 | $50,436 | $57,354-12.1% | $83,848-39.8% | $64,186-21.4% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -7.80% | 11.38%-19.2pp | 850.88%-858.7pp | 7.63%-15.4pp |
| Employer contribution / active EE | $4,109 | $2,545+61.4% | $3,631+13.2% | $2,381+72.6% |
| Participant deferral / active EE | $5,708 | $2,993+90.7% | $4,082+39.8% | $3,470+64.5% |
| Admin fee / account holder | $653 | $4,046-83.9% | $5,478-88.1% | $4,888-86.6% |