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 10-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 | $26,527 | $73,867-64.1% | $143,757-81.5% | $68,494-61.3% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -6.73% | 1.01%-7.7pp | -0.04%-6.7pp | -7.84%+1.1pp |
| Employer contribution / active EE | $1,410 | $3,184-55.7% | $4,951-71.5% | $2,596-45.7% |
| Participant deferral / active EE | $1,412 | $3,384-58.3% | $5,637-75.0% | $4,027-64.9% |
| Admin fee / account holder | $776 | $5,755-86.5% | $14,673-94.7% | $5,403-85.6% |