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 7-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 | $68,442 | $157,256-56.5% | $141,162-51.5% | $152,861-55.2% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.4%+9.2pp |
| Annual return | 0.00% | 64.32%-64.3pp | 71.39%-71.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $6,436 | $5,261+22.3% | $4,735+35.9% | $4,762+35.1% |
| Participant deferral / active EE | $11,273 | $7,109+58.6% | $6,709+68.0% | $5,850+92.7% |
| Admin fee / account holder | $5,762 | $12,120-52.5% | $10,261-43.8% | $11,596-50.3% |