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 | $38,084 | $63,355-39.9% | $91,989-58.6% | $72,985-47.8% |
| Participation rate | 78.8% | 72.5%+6.2pp | 78.6%+0.1pp | 69.5%+9.3pp |
| Annual return | 0.00% | 35.35%-35.3pp | 69.02%-69.0pp | 81.00%-81.0pp |
| Employer contribution / active EE | $3,514 | $2,116+66.1% | $3,452+1.8% | $2,440+44.0% |
| Participant deferral / active EE | $6,750 | $4,883+38.2% | $5,923+14.0% | $3,607+87.1% |
| Admin fee / account holder | $5,074 | $4,668+8.7% | $7,743-34.5% | $5,124-1.0% |