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 8-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 | $150,253 | $95,971+56.6% | $74,550+101.5% | $135,375+11.0% |
| Participation rate | 80.0% | 75.7%+4.3pp | 69.1%+10.9pp | 82.6%-2.6pp |
| Annual return | 0.00% | 56.96%-57.0pp | 32.53%-32.5pp | 519.73%-519.7pp |
| Employer contribution / active EE | $3,190 | $2,716+17.4% | $1,961+62.7% | $4,779-33.3% |
| Participant deferral / active EE | $3,987 | $3,843+3.7% | $3,108+28.3% | $5,609-28.9% |
| Admin fee / account holder | $697 | $6,522-89.3% | $5,060-86.2% | $10,827-93.6% |