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 9-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 | $58,910 | $63,346-7.0% | $92,233-36.1% | $70,131-16.0% |
| Participation rate | 85.0% | 68.7%+16.3pp | 76.5%+8.5pp | 69.5%+15.5pp |
| Annual return | 0.00% | 530.12%-530.1pp | 176.28%-176.3pp | 73.14%-73.1pp |
| Employer contribution / active EE | $2,618 | $2,471+5.9% | $3,679-28.9% | $2,342+11.8% |
| Participant deferral / active EE | $8,385 | $2,854+193.8% | $3,897+115.2% | $3,332+151.7% |
| Admin fee / account holder | $12,975 | $3,840+237.9% | $5,194+149.8% | $4,645+179.3% |