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 | $38,606 | $71,883-46.3% | $86,677-55.5% | $68,494-43.6% |
| Participation rate | 82.9% | 72.2%+10.6pp | 76.6%+6.3pp | 67.9%+15.0pp |
| Annual return | 0.00% | 3.52%-3.5pp | 35.91%-35.9pp | -7.84%+7.8pp |
| Employer contribution / active EE | $2,410 | $2,173+10.9% | $2,836-15.0% | $2,596-7.2% |
| Participant deferral / active EE | $3,923 | $3,779+3.8% | $4,656-15.7% | $4,027-2.6% |
| Admin fee / account holder | $2,852 | $6,112-53.3% | $7,493-61.9% | $5,403-47.2% |