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 | $92,356 | $76,000+21.5% | $154,107-40.1% | $64,186+43.9% |
| Participation rate | 96.3% | 70.4%+25.9pp | 83.0%+13.3pp | 69.6%+26.7pp |
| Annual return | -3.72% | 30.32%-34.0pp | 735.12%-738.8pp | 7.63%-11.4pp |
| Employer contribution / active EE | $2,194 | $3,351-34.5% | $5,298-58.6% | $2,381-7.8% |
| Participant deferral / active EE | $2,300 | $3,175-27.6% | $5,081-54.7% | $3,470-33.7% |
| Admin fee / account holder | $11,016 | $5,596+96.9% | $13,411-17.9% | $4,888+125.4% |