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 | $93,308 | $65,395+42.7% | $182,532-48.9% | $72,985+27.8% |
| Participation rate | 93.8% | 65.4%+28.3pp | 78.0%+15.8pp | 69.5%+24.3pp |
| Annual return | 0.00% | 27.68%-27.7pp | 148.54%-148.5pp | 81.00%-81.0pp |
| Employer contribution / active EE | $18,750 | $1,911+881.1% | $4,076+360.0% | $2,440+668.5% |
| Participant deferral / active EE | $0 | $3,563-100.0% | $5,524-100.0% | $3,607-100.0% |
| Admin fee / account holder | $4,645 | $4,245+9.4% | $8,592-45.9% | $5,124-9.4% |