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 5-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 | $18,751 | $110,502-83.0% | $80,716-76.8% | $167,490-88.8% |
| Participation rate | 70.6% | 64.0%+6.6pp | 54.2%+16.4pp | 82.1%-11.5pp |
| Annual return | 0.00% | 120.54%-120.5pp | 87.28%-87.3pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,584 | $1,543+2.7% | $1,160+36.6% | $4,837-67.2% |
| Participant deferral / active EE | $3,411 | $2,871+18.8% | $2,146+59.0% | $6,341-46.2% |
| Admin fee / account holder | $913 | $4,545-79.9% | $3,380-73.0% | $12,309-92.6% |