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 | $83,014 | $78,422+5.9% | $95,952-13.5% | $79,858+4.0% |
| Participation rate | 84.0% | 73.5%+10.5pp | 77.1%+6.9pp | 69.6%+14.4pp |
| Annual return | 0.00% | 19.37%-19.4pp | 91.61%-91.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $895 | $1,945-54.0% | $2,541-64.8% | $2,471-63.8% |
| Participant deferral / active EE | $3,653 | $3,440+6.2% | $4,167-12.3% | $3,740-2.3% |
| Admin fee / account holder | $22,195 | $5,622+294.8% | $6,795+226.6% | $5,306+318.3% |