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 | $9,585 | $156,846-93.9% | $121,098-92.1% | $139,434-93.1% |
| Participation rate | 94.4% | 76.4%+18.0pp | 69.5%+25.0pp | 80.3%+14.1pp |
| Annual return | 0.00% | 1474.56%-1474.6pp | 985.75%-985.7pp | 372.94%-372.9pp |
| Employer contribution / active EE | $515 | $5,536-90.7% | $4,164-87.6% | $4,751-89.2% |
| Participant deferral / active EE | $899 | $4,844-81.5% | $4,080-78.0% | $6,710-86.6% |
| Admin fee / account holder | $579 | $6,946-91.7% | $5,644-89.7% | $11,403-94.9% |