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 4-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 | $94,444 | $138,044-31.6% | $125,339-24.6% | $134,475-29.8% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | 0.00% | 750.33%-750.3pp | 572.05%-572.1pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,278 | $5,243-56.6% | $4,814-52.7% | $4,740-51.9% |
| Participant deferral / active EE | $4,557 | $7,799-41.6% | $7,446-38.8% | $6,400-28.8% |
| Admin fee / account holder | $310 | $11,571-97.3% | $10,010-96.9% | $11,426-97.3% |