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 4-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 | $77,511 | $133,958-42.1% | $112,228-30.9% | $134,475-42.4% |
| Participation rate | 91.3% | 78.6%+12.7pp | 75.1%+16.2pp | 81.2%+10.1pp |
| Annual return | 0.00% | 47.11%-47.1pp | 27.45%-27.4pp | 417.96%-418.0pp |
| Employer contribution / active EE | $3,415 | $4,038-15.4% | $3,635-6.1% | $4,740-28.0% |
| Participant deferral / active EE | $3,646 | $5,291-31.1% | $4,728-22.9% | $6,400-43.0% |
| Admin fee / account holder | $1,686 | $7,489-77.5% | $6,410-73.7% | $11,426-85.2% |