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 5-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 | $56,924 | $118,849-52.1% | $96,562-41.0% | $167,490-66.0% |
| Participation rate | 85.7% | 75.5%+10.2pp | 69.8%+15.9pp | 82.1%+3.6pp |
| Annual return | 0.00% | 50.49%-50.5pp | 37.78%-37.8pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,934 | $3,120-38.0% | $2,356-17.9% | $4,837-60.0% |
| Participant deferral / active EE | $1,968 | $4,616-57.4% | $3,849-48.9% | $6,341-69.0% |
| Admin fee / account holder | $1,259 | $8,065-84.4% | $6,181-79.6% | $12,309-89.8% |