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 8-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 | $14,459 | $54,350-73.4% | $82,719-82.5% | $68,494-78.9% |
| Participation rate | 91.3% | 63.9%+27.4pp | 72.6%+18.8pp | 67.9%+23.4pp |
| Annual return | -17.16% | -13.67%-3.5pp | 701.18%-718.3pp | -7.84%-9.3pp |
| Employer contribution / active EE | $1,268 | $2,218-42.8% | $3,009-57.9% | $2,596-51.2% |
| Participant deferral / active EE | $1,072 | $3,246-67.0% | $4,395-75.6% | $4,027-73.4% |
| Admin fee / account holder | $1,857 | $4,395-57.7% | $5,329-65.1% | $5,403-65.6% |