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 | $60,394 | $72,404-16.6% | $110,238-45.2% | $64,186-5.9% |
| Participation rate | 90.2% | 73.3%+16.9pp | 79.8%+10.4pp | 69.6%+20.7pp |
| Annual return | 0.00% | -6.29%+6.3pp | 314.74%-314.7pp | 7.63%-7.6pp |
| Employer contribution / active EE | $876 | $2,282-61.6% | $3,826-77.1% | $2,381-63.2% |
| Participant deferral / active EE | $2,231 | $3,469-35.7% | $4,672-52.2% | $3,470-35.7% |
| Admin fee / account holder | $3,848 | $5,664-32.1% | $8,547-55.0% | $4,888-21.3% |