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 | $38,868 | $81,900-52.5% | $119,609-67.5% | $68,494-43.3% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -13.61% | -23.82%+10.2pp | -14.97%+1.4pp | -7.84%-5.8pp |
| Employer contribution / active EE | $1,411 | $2,693-47.6% | $4,232-66.7% | $2,596-45.6% |
| Participant deferral / active EE | $3,509 | $4,148-15.4% | $5,602-37.4% | $4,027-12.9% |
| Admin fee / account holder | $11,381 | $6,582+72.9% | $10,323+10.2% | $5,403+110.6% |