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 10-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 | $39,727 | $46,674-14.9% | $117,472-66.2% | $68,494-42.0% |
| Participation rate | 97.6% | 56.8%+40.8pp | 70.6%+27.0pp | 67.9%+29.7pp |
| Annual return | -15.56% | -14.52%-1.0pp | 29.74%-45.3pp | -7.84%-7.7pp |
| Employer contribution / active EE | $3,379 | $1,505+124.6% | $4,176-19.1% | $2,596+30.1% |
| Participant deferral / active EE | $7,089 | $2,636+168.9% | $4,070+74.2% | $4,027+76.0% |
| Admin fee / account holder | $2,880 | $4,020-28.4% | $5,645-49.0% | $5,403-46.7% |