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 10-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 | $52,818 | $54,350-2.8% | $82,719-36.1% | $68,494-22.9% |
| Participation rate | 72.9% | 63.9%+9.0pp | 72.6%+0.4pp | 67.9%+5.0pp |
| Annual return | -6.98% | -13.67%+6.7pp | 701.18%-708.2pp | -7.84%+0.9pp |
| Employer contribution / active EE | $1,722 | $2,218-22.4% | $3,009-42.8% | $2,596-33.7% |
| Participant deferral / active EE | $3,519 | $3,246+8.4% | $4,395-19.9% | $4,027-12.6% |
| Admin fee / account holder | $3,133 | $4,395-28.7% | $5,329-41.2% | $5,403-42.0% |