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 5-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 | $36,425 | $73,867-50.7% | $143,757-74.7% | $68,494-46.8% |
| Participation rate | 84.6% | 66.7%+18.0pp | 80.3%+4.3pp | 67.9%+16.7pp |
| Annual return | -13.85% | 1.01%-14.9pp | -0.04%-13.8pp | -7.84%-6.0pp |
| Employer contribution / active EE | $2,390 | $3,184-24.9% | $4,951-51.7% | $2,596-7.9% |
| Participant deferral / active EE | $6,501 | $3,384+92.1% | $5,637+15.3% | $4,027+61.4% |
| Admin fee / account holder | $486 | $5,755-91.6% | $14,673-96.7% | $5,403-91.0% |