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 6-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 | $34,154 | $105,860-67.7% | $90,749-62.4% | $134,475-74.6% |
| Participation rate | 94.1% | 78.2%+15.9pp | 75.7%+18.4pp | 81.2%+12.9pp |
| Annual return | -15.76% | -11.01%-4.7pp | -12.16%-3.6pp | 417.96%-433.7pp |
| Employer contribution / active EE | $0 | $3,462-100.0% | $2,921-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,909 | $5,216-44.2% | $4,564-36.3% | $6,400-54.5% |
| Admin fee / account holder | $3,343 | $13,938-76.0% | $8,445-60.4% | $11,426-70.7% |