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 9-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 | $132,057 | $90,503+45.9% | $78,689+67.8% | $273,961-51.8% |
| Participation rate | 80.0% | 76.5%+3.5pp | 73.6%+6.4pp | 83.0%-3.0pp |
| Annual return | 0.00% | 75.60%-75.6pp | 62.18%-62.2pp | 41.45%-41.5pp |
| Employer contribution / active EE | $682 | $3,176-78.5% | $2,851-76.1% | $4,869-86.0% |
| Participant deferral / active EE | $5,392 | $3,901+38.2% | $3,517+53.3% | $5,287+2.0% |
| Admin fee / account holder | $336 | $5,263-93.6% | $4,510-92.6% | $10,132-96.7% |