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 | $21,632 | $82,664-73.8% | $125,339-82.7% | $68,494-68.4% |
| Participation rate | 89.5% | 75.0%+14.4pp | 82.4%+7.1pp | 67.9%+21.6pp |
| Annual return | -18.46% | -5.97%-12.5pp | 572.05%-590.5pp | -7.84%-10.6pp |
| Employer contribution / active EE | $2,429 | $3,381-28.2% | $4,814-49.5% | $2,596-6.4% |
| Participant deferral / active EE | $6,199 | $6,110+1.5% | $7,446-16.7% | $4,027+53.9% |
| Admin fee / account holder | $3,326 | $6,275-47.0% | $10,010-66.8% | $5,403-38.4% |