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 | $37,440 | $59,805-37.4% | $79,550-52.9% | $68,494-45.3% |
| Participation rate | 87.8% | 61.1%+26.7pp | 69.5%+18.3pp | 67.9%+19.9pp |
| Annual return | -16.18% | -12.30%-3.9pp | 0.16%-16.3pp | -7.84%-8.3pp |
| Employer contribution / active EE | $6,027 | $1,505+300.5% | $2,413+149.8% | $2,596+132.1% |
| Participant deferral / active EE | $12,260 | $3,024+305.4% | $3,985+207.6% | $4,027+204.4% |
| Admin fee / account holder | $5,363 | $4,835+10.9% | $6,832-21.5% | $5,403-0.7% |