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 7-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 | $51,115 | $59,107-13.5% | $86,436-40.9% | $68,494-25.4% |
| Participation rate | 78.6% | 75.2%+3.3pp | 80.3%-1.8pp | 67.9%+10.7pp |
| Annual return | -17.74% | -0.23%-17.5pp | 4394.89%-4412.6pp | -7.84%-9.9pp |
| Employer contribution / active EE | $3,243 | $2,519+28.8% | $3,769-13.9% | $2,596+24.9% |
| Participant deferral / active EE | $7,911 | $5,901+34.1% | $6,952+13.8% | $4,027+96.5% |
| Admin fee / account holder | $4,540 | $5,637-19.5% | $6,731-32.6% | $5,403-16.0% |