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 6-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 | $28,032 | $77,419-63.8% | $69,455-59.6% | $152,861-81.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 0.00% | 39.06%-39.1pp | 28.97%-29.0pp | 345.32%-345.3pp |
| Employer contribution / active EE | $6,328 | $3,315+90.9% | $2,779+127.7% | $4,762+32.9% |
| Participant deferral / active EE | $2,711 | $4,414-38.6% | $3,535-23.3% | $5,850-53.7% |
| Admin fee / account holder | $5,100 | $6,207-17.8% | $3,839+32.8% | $11,596-56.0% |