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 | $33,110 | $67,331-50.8% | $60,874-45.6% | $134,475-75.4% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.1%+6.9pp | 81.2%-1.2pp |
| Annual return | -0.54% | 49.93%-50.5pp | 16.90%-17.4pp | 417.96%-418.5pp |
| Employer contribution / active EE | $1,267 | $3,096-59.1% | $2,701-53.1% | $4,740-73.3% |
| Participant deferral / active EE | $5,104 | $4,538+12.5% | $3,817+33.7% | $6,400-20.2% |
| Admin fee / account holder | $1,237 | $4,582-73.0% | $3,224-61.6% | $11,426-89.2% |