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 6-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 | $32,717 | $73,867-55.7% | $143,757-77.2% | $68,494-52.2% |
| Participation rate | 90.9% | 66.7%+24.3pp | 80.3%+10.6pp | 67.9%+23.0pp |
| Annual return | -15.27% | 1.01%-16.3pp | -0.04%-15.2pp | -7.84%-7.4pp |
| Employer contribution / active EE | $2,284 | $3,184-28.3% | $4,951-53.9% | $2,596-12.0% |
| Participant deferral / active EE | $3,352 | $3,384-1.0% | $5,637-40.5% | $4,027-16.8% |
| Admin fee / account holder | $1,113 | $5,755-80.7% | $14,673-92.4% | $5,403-79.4% |