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 | $30,064 | $165,335-81.8% | $149,696-79.9% | $158,922-81.1% |
| Participation rate | 94.4% | 84.6%+9.9pp | 82.5%+12.0pp | 82.0%+12.5pp |
| Annual return | 0.00% | 348.15%-348.1pp | 276.60%-276.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,665 | $5,103-67.4% | $4,644-64.1% | $4,761-65.0% |
| Participant deferral / active EE | $3,849 | $7,181-46.4% | $6,842-43.7% | $5,982-35.7% |
| Admin fee / account holder | $333 | $10,807-96.9% | $9,309-96.4% | $11,246-97.0% |