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 3-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 | $79,584 | $93,571-14.9% | $135,903-41.4% | $75,163+5.9% |
| Participation rate | 78.6% | 75.2%+3.4pp | 81.9%-3.3pp | 67.2%+11.4pp |
| Annual return | 0.00% | 30.90%-30.9pp | 68.23%-68.2pp | 160.62%-160.6pp |
| Employer contribution / active EE | $2,434 | $3,537-31.2% | $4,856-49.9% | $2,670-8.8% |
| Participant deferral / active EE | $6,164 | $6,404-3.8% | $7,758-20.5% | $4,125+49.4% |
| Admin fee / account holder | $607 | $6,975-91.3% | $10,762-94.4% | $5,651-89.3% |