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 | $46,786 | $73,867-36.7% | $143,757-67.5% | $68,494-31.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -13.18% | 1.01%-14.2pp | -0.04%-13.1pp | -7.84%-5.3pp |
| Employer contribution / active EE | $3,962 | $3,184+24.4% | $4,951-20.0% | $2,596+52.6% |
| Participant deferral / active EE | $6,062 | $3,384+79.1% | $5,637+7.5% | $4,027+50.5% |
| Admin fee / account holder | $2,679 | $5,755-53.4% | $14,673-81.7% | $5,403-50.4% |