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 | $139,550 | $52,519+165.7% | $155,790-10.4% | $59,632+134.0% |
| Participation rate | 100.0% | 61.7%+38.3pp | 76.1%+23.9pp | 68.7%+31.3pp |
| Annual return | -1.86% | 53.51%-55.4pp | 71.54%-73.4pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $1,756 | $1,589+10.5% | $3,836-54.2% | $2,203-20.3% |
| Participant deferral / active EE | $7,501 | $3,084+143.2% | $4,797+56.4% | $3,192+135.0% |
| Admin fee / account holder | $4,656 | $3,540+31.5% | $7,478-37.7% | $4,297+8.4% |