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 6-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 | $186,184 | $78,422+137.4% | $95,952+94.0% | $79,858+133.1% |
| Participation rate | 78.8% | 73.5%+5.3pp | 77.1%+1.7pp | 69.6%+9.2pp |
| Annual return | 0.00% | 19.37%-19.4pp | 91.61%-91.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $529 | $1,945-72.8% | $2,541-79.2% | $2,471-78.6% |
| Participant deferral / active EE | $6,611 | $3,440+92.2% | $4,167+58.7% | $3,740+76.8% |
| Admin fee / account holder | $1,898 | $5,622-66.2% | $6,795-72.1% | $5,306-64.2% |