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 7-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 | $48,031 | $72,404-33.7% | $110,238-56.4% | $64,186-25.2% |
| Participation rate | 93.3% | 73.3%+20.0pp | 79.8%+13.5pp | 69.6%+23.8pp |
| Annual return | -2.30% | -6.29%+4.0pp | 314.74%-317.0pp | 7.63%-9.9pp |
| Employer contribution / active EE | $1,729 | $2,282-24.2% | $3,826-54.8% | $2,381-27.4% |
| Participant deferral / active EE | $7,326 | $3,469+111.2% | $4,672+56.8% | $3,470+111.2% |
| Admin fee / account holder | $6,539 | $5,664+15.4% | $8,547-23.5% | $4,888+33.8% |