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 8-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 | $32,387 | $45,863-29.4% | $77,024-58.0% | $68,494-52.7% |
| Participation rate | 97.0% | 55.9%+41.1pp | 67.9%+29.1pp | 67.9%+29.1pp |
| Annual return | -8.39% | 1.72%-10.1pp | 42.32%-50.7pp | -7.84%-0.5pp |
| Employer contribution / active EE | $3,253 | $1,650+97.2% | $2,812+15.7% | $2,596+25.3% |
| Participant deferral / active EE | $8,842 | $2,962+198.5% | $4,426+99.8% | $4,027+119.6% |
| Admin fee / account holder | $863 | $3,041-71.6% | $5,425-84.1% | $5,403-84.0% |