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 | $71,152 | $110,094-35.4% | $151,611-53.1% | $68,494+3.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -16.64% | -10.12%-6.5pp | 3.33%-20.0pp | -7.84%-8.8pp |
| Employer contribution / active EE | $2,164 | $4,471-51.6% | $6,166-64.9% | $2,596-16.7% |
| Participant deferral / active EE | $4,985 | $6,527-23.6% | $8,363-40.4% | $4,027+23.8% |
| Admin fee / account holder | $686 | $7,719-91.1% | $11,616-94.1% | $5,403-87.3% |