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 | $90,522 | $76,000+19.1% | $154,107-41.3% | $64,186+41.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.08% | 30.32%-35.4pp | 735.12%-740.2pp | 7.63%-12.7pp |
| Employer contribution / active EE | $2,100 | $3,351-37.3% | $5,298-60.4% | $2,381-11.8% |
| Participant deferral / active EE | $2,307 | $3,175-27.3% | $5,081-54.6% | $3,470-33.5% |
| Admin fee / account holder | $4,574 | $5,596-18.3% | $13,411-65.9% | $4,888-6.4% |