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 | $26,088 | $54,350-52.0% | $82,719-68.5% | $68,494-61.9% |
| Participation rate | 92.7% | 63.9%+28.8pp | 72.6%+20.1pp | 67.9%+24.8pp |
| Annual return | -17.10% | -13.67%-3.4pp | 701.18%-718.3pp | -7.84%-9.3pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,503 | $3,246+7.9% | $4,395-20.3% | $4,027-13.0% |
| Admin fee / account holder | $1,631 | $4,395-62.9% | $5,329-69.4% | $5,403-69.8% |