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 | $45,164 | $32,117+40.6% | $71,086-36.5% | $64,186-29.6% |
| Participation rate | 71.7% | 42.7%+29.0pp | 54.7%+17.0pp | 69.6%+2.1pp |
| Annual return | -6.84% | -5.57%-1.3pp | 650.59%-657.4pp | 7.63%-14.5pp |
| Employer contribution / active EE | $1,453 | $712+104.0% | $1,088+33.6% | $2,381-39.0% |
| Participant deferral / active EE | $2,621 | $1,263+107.5% | $1,874+39.9% | $3,470-24.5% |
| Admin fee / account holder | $1,481 | $2,759-46.3% | $3,082-51.9% | $4,888-69.7% |