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 | $21,154 | $69,518-69.6% | $59,878-64.7% | $135,375-84.4% |
| Participation rate | 81.3% | 77.8%+3.4pp | 74.7%+6.6pp | 82.6%-1.4pp |
| Annual return | -5.79% | 7.94%-13.7pp | 3.46%-9.3pp | 519.73%-525.5pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,428 | $4,206-42.3% | $3,402-28.6% | $5,609-56.7% |
| Admin fee / account holder | $1,404 | $5,734-75.5% | $3,590-60.9% | $10,827-87.0% |