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 4-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 | $39,343 | $92,703-57.6% | $82,719-52.4% | $134,475-70.7% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | 0.00% | 944.92%-944.9pp | 701.18%-701.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $3,196 | $3,274-2.4% | $3,009+6.2% | $4,740-32.6% |
| Participant deferral / active EE | $4,752 | $4,802-1.0% | $4,395+8.1% | $6,400-25.7% |
| Admin fee / account holder | $452 | $5,983-92.5% | $5,329-91.5% | $11,426-96.0% |