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 | $11,169 | $54,350-79.4% | $82,719-86.5% | $68,494-83.7% |
| Participation rate | 79.5% | 63.9%+15.6pp | 72.6%+6.9pp | 67.9%+11.6pp |
| Annual return | 9.74% | -13.67%+23.4pp | 701.18%-691.4pp | -7.84%+17.6pp |
| Employer contribution / active EE | $2,085 | $2,218-6.0% | $3,009-30.7% | $2,596-19.7% |
| Participant deferral / active EE | $3,204 | $3,246-1.3% | $4,395-27.1% | $4,027-20.5% |
| Admin fee / account holder | $2,449 | $4,395-44.3% | $5,329-54.0% | $5,403-54.7% |