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 | $53,373 | $110,094-51.5% | $151,611-64.8% | $68,494-22.1% |
| Participation rate | 96.9% | 84.0%+13.0pp | 87.5%+9.4pp | 67.9%+29.0pp |
| Annual return | -14.59% | -10.12%-4.5pp | 3.33%-17.9pp | -7.84%-6.7pp |
| Employer contribution / active EE | $1,459 | $4,471-67.4% | $6,166-76.3% | $2,596-43.8% |
| Participant deferral / active EE | $6,791 | $6,527+4.0% | $8,363-18.8% | $4,027+68.6% |
| Admin fee / account holder | $14,598 | $7,719+89.1% | $11,616+25.7% | $5,403+170.2% |