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 9-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 | $40,605 | $64,707-37.2% | $112,228-63.8% | $68,494-40.7% |
| Participation rate | 80.0% | 67.2%+12.8pp | 75.1%+4.9pp | 67.9%+12.1pp |
| Annual return | -18.04% | -11.40%-6.6pp | 27.45%-45.5pp | -7.84%-10.2pp |
| Employer contribution / active EE | $1,883 | $2,746-31.4% | $3,635-48.2% | $2,596-27.5% |
| Participant deferral / active EE | $3,183 | $3,565-10.7% | $4,728-32.7% | $4,027-21.0% |
| Admin fee / account holder | $2,899 | $5,232-44.6% | $6,410-54.8% | $5,403-46.3% |