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 | $35,925 | $115,770-69.0% | $101,248-64.5% | $158,922-77.4% |
| Participation rate | 70.6% | 79.4%-8.8pp | 75.8%-5.2pp | 82.0%-11.4pp |
| Annual return | 0.00% | 56.14%-56.1pp | 46.47%-46.5pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,672 | $4,175-60.0% | $3,660-54.3% | $4,761-64.9% |
| Participant deferral / active EE | $4,991 | $4,957+0.7% | $4,370+14.2% | $5,982-16.6% |
| Admin fee / account holder | $309 | $7,245-95.7% | $5,945-94.8% | $11,246-97.3% |