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 5-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 | $67,953 | $81,900-17.0% | $119,609-43.2% | $68,494-0.8% |
| Participation rate | 85.2% | 71.9%+13.3pp | 79.3%+5.9pp | 67.9%+17.3pp |
| Annual return | -17.97% | -23.82%+5.9pp | -14.97%-3.0pp | -7.84%-10.1pp |
| Employer contribution / active EE | $4,278 | $2,693+58.8% | $4,232+1.1% | $2,596+64.8% |
| Participant deferral / active EE | $7,007 | $4,148+68.9% | $5,602+25.1% | $4,027+74.0% |
| Admin fee / account holder | $2,335 | $6,582-64.5% | $10,323-77.4% | $5,403-56.8% |