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 | $37,938 | $41,981-9.6% | $63,412-40.2% | $59,632-36.4% |
| Participation rate | 96.0% | 60.3%+35.7pp | 67.1%+28.9pp | 68.7%+27.3pp |
| Annual return | 0.00% | 13.04%-13.0pp | 4.04%-4.0pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $1,149 | $1,287-10.8% | $1,814-36.7% | $2,203-47.9% |
| Participant deferral / active EE | $1,939 | $2,002-3.1% | $2,496-22.3% | $3,192-39.2% |
| Admin fee / account holder | $1,840 | $3,509-47.6% | $3,753-51.0% | $4,297-57.2% |