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 | $51,297 | $71,883-28.6% | $86,677-40.8% | $68,494-25.1% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -16.11% | 3.52%-19.6pp | 35.91%-52.0pp | -7.84%-8.3pp |
| Employer contribution / active EE | $801 | $2,173-63.2% | $2,836-71.8% | $2,596-69.2% |
| Participant deferral / active EE | $3,348 | $3,779-11.4% | $4,656-28.1% | $4,027-16.9% |
| Admin fee / account holder | $4,211 | $6,112-31.1% | $7,493-43.8% | $5,403-22.1% |