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 | $152,787 | $124,281+22.9% | $109,143+40.0% | $167,490-8.8% |
| Participation rate | 76.5% | 79.4%-3.0pp | 75.9%+0.6pp | 82.1%-5.6pp |
| Annual return | 0.00% | 26.04%-26.0pp | 25.75%-25.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,363 | $4,207-67.6% | $3,722-63.4% | $4,837-71.8% |
| Participant deferral / active EE | $3,329 | $5,255-36.6% | $4,653-28.4% | $6,341-47.5% |
| Admin fee / account holder | $1,307 | $7,970-83.6% | $6,752-80.6% | $12,309-89.4% |