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 | $24,374 | $48,265-49.5% | $68,791-64.6% | $68,494-64.4% |
| Participation rate | 75.9% | 60.7%+15.3pp | 69.0%+6.9pp | 67.9%+8.1pp |
| Annual return | -17.09% | -12.71%-4.4pp | -6.38%-10.7pp | -7.84%-9.2pp |
| Employer contribution / active EE | $3,405 | $1,829+86.2% | $2,655+28.2% | $2,596+31.1% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,941-100.0% | $4,027-100.0% |
| Admin fee / account holder | $415 | $4,355-90.5% | $4,932-91.6% | $5,403-92.3% |