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 | $105,156 | $43,723+140.5% | $121,196-13.2% | $64,186+63.8% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.7%+28.3pp | 69.6%+30.4pp |
| Annual return | -6.43% | 68.91%-75.3pp | 16.93%-23.4pp | 7.63%-14.1pp |
| Employer contribution / active EE | $852 | $1,296-34.3% | $4,022-78.8% | $2,381-64.2% |
| Participant deferral / active EE | $6,769 | $2,280+196.9% | $3,344+102.4% | $3,470+95.1% |
| Admin fee / account holder | $11,237 | $3,501+221.0% | $5,019+123.9% | $4,888+129.9% |