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 | $89,771 | $112,881-20.5% | $90,951-1.3% | $158,922-43.5% |
| Participation rate | 71.4% | 74.7%-3.3pp | 69.0%+2.4pp | 82.0%-10.5pp |
| Annual return | 0.00% | 215.79%-215.8pp | 134.60%-134.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,951 | $2,893-32.6% | $2,122-8.1% | $4,761-59.0% |
| Participant deferral / active EE | $4,702 | $4,128+13.9% | $3,373+39.4% | $5,982-21.4% |
| Admin fee / account holder | $12,557 | $8,041+56.2% | $5,959+110.7% | $11,246+11.7% |