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 | $28,209 | $98,750-71.4% | $149,696-81.2% | $79,858-64.7% |
| Participation rate | 77.0% | 75.8%+1.3pp | 82.5%-5.4pp | 69.6%+7.4pp |
| Annual return | 0.00% | 27.43%-27.4pp | 276.60%-276.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,474 | $3,216-54.2% | $4,644-68.3% | $2,471-40.3% |
| Participant deferral / active EE | $2,937 | $5,680-48.3% | $6,842-57.1% | $3,740-21.5% |
| Admin fee / account holder | $3,827 | $6,053-36.8% | $9,309-58.9% | $5,306-27.9% |