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 9-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 | $59,617 | $98,240-39.3% | $82,313-27.6% | $147,584-59.6% |
| Participation rate | 81.0% | 79.7%+1.2pp | 76.9%+4.1pp | 82.8%-1.9pp |
| Annual return | 0.00% | 30.85%-30.9pp | 25.88%-25.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,672 | $3,192-47.6% | $2,428-31.1% | $4,876-65.7% |
| Participant deferral / active EE | $4,049 | $4,383-7.6% | $3,706+9.2% | $5,439-25.6% |
| Admin fee / account holder | $355 | $8,563-95.8% | $5,608-93.7% | $10,885-96.7% |