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 7-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 | $47,769 | $69,518-31.3% | $59,878-20.2% | $135,375-64.7% |
| Participation rate | 90.0% | 77.8%+12.2pp | 74.7%+15.3pp | 82.6%+7.4pp |
| Annual return | -8.65% | 7.94%-16.6pp | 3.46%-12.1pp | 519.73%-528.4pp |
| Employer contribution / active EE | $2,228 | $3,235-31.1% | $2,722-18.1% | $4,779-53.4% |
| Participant deferral / active EE | $0 | $4,206-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $643 | $5,734-88.8% | $3,590-82.1% | $10,827-94.1% |