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 | $28,409 | $64,707-56.1% | $112,228-74.7% | $68,494-58.5% |
| Participation rate | 96.8% | 67.2%+29.6pp | 75.1%+21.7pp | 67.9%+28.9pp |
| Annual return | -17.67% | -11.40%-6.3pp | 27.45%-45.1pp | -7.84%-9.8pp |
| Employer contribution / active EE | $2,395 | $2,746-12.8% | $3,635-34.1% | $2,596-7.8% |
| Participant deferral / active EE | $7,269 | $3,565+103.9% | $4,728+53.7% | $4,027+80.5% |
| Admin fee / account holder | $1,702 | $5,232-67.5% | $6,410-73.5% | $5,403-68.5% |