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 8-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 | $27,423 | $64,707-57.6% | $112,228-75.6% | $68,494-60.0% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -17.71% | -11.40%-6.3pp | 27.45%-45.2pp | -7.84%-9.9pp |
| Employer contribution / active EE | $3,730 | $2,746+35.8% | $3,635+2.6% | $2,596+43.7% |
| Participant deferral / active EE | $5,833 | $3,565+63.6% | $4,728+23.4% | $4,027+44.8% |
| Admin fee / account holder | $3,067 | $5,232-41.4% | $6,410-52.2% | $5,403-43.2% |