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 | $38,227 | $71,883-46.8% | $86,677-55.9% | $68,494-44.2% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -15.58% | 3.52%-19.1pp | 35.91%-51.5pp | -7.84%-7.7pp |
| Employer contribution / active EE | $1,383 | $2,173-36.4% | $2,836-51.2% | $2,596-46.7% |
| Participant deferral / active EE | $3,995 | $3,779+5.7% | $4,656-14.2% | $4,027-0.8% |
| Admin fee / account holder | $1,357 | $6,112-77.8% | $7,493-81.9% | $5,403-74.9% |