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 5-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 | $39,572 | $69,518-43.1% | $59,878-33.9% | $135,375-70.8% |
| Participation rate | 81.0% | 77.8%+3.1pp | 74.7%+6.3pp | 82.6%-1.7pp |
| Annual return | -6.27% | 7.94%-14.2pp | 3.46%-9.7pp | 519.73%-526.0pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,671 | $4,206-60.3% | $3,402-50.9% | $5,609-70.2% |
| Admin fee / account holder | $3,863 | $5,734-32.6% | $3,590+7.6% | $10,827-64.3% |