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 3-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 | $65,860 | $108,919-39.5% | $100,391-34.4% | $145,922-54.9% |
| Participation rate | 88.2% | 82.9%+5.3pp | 81.5%+6.8pp | 80.3%+8.0pp |
| Annual return | 0.00% | 57.88%-57.9pp | 49.20%-49.2pp | 561.29%-561.3pp |
| Employer contribution / active EE | $3,998 | $4,419-9.5% | $3,942+1.4% | $4,660-14.2% |
| Participant deferral / active EE | $9,314 | $8,445+10.3% | $8,082+15.2% | $6,688+39.3% |
| Admin fee / account holder | $539 | $9,689-94.4% | $7,899-93.2% | $13,397-96.0% |