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 | $59,336 | $81,900-27.6% | $119,609-50.4% | $68,494-13.4% |
| Participation rate | 75.5% | 71.9%+3.6pp | 79.3%-3.8pp | 67.9%+7.6pp |
| Annual return | -17.70% | -23.82%+6.1pp | -14.97%-2.7pp | -7.84%-9.9pp |
| Employer contribution / active EE | $1,843 | $2,693-31.6% | $4,232-56.5% | $2,596-29.0% |
| Participant deferral / active EE | $3,430 | $4,148-17.3% | $5,602-38.8% | $4,027-14.8% |
| Admin fee / account holder | $4,099 | $6,582-37.7% | $10,323-60.3% | $5,403-24.1% |