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 | $58,450 | $64,707-9.7% | $112,228-47.9% | $68,494-14.7% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -18.72% | -11.40%-7.3pp | 27.45%-46.2pp | -7.84%-10.9pp |
| Employer contribution / active EE | $4,840 | $2,746+76.3% | $3,635+33.2% | $2,596+86.4% |
| Participant deferral / active EE | $11,589 | $3,565+225.1% | $4,728+145.1% | $4,027+187.8% |
| Admin fee / account holder | $5,089 | $5,232-2.7% | $6,410-20.6% | $5,403-5.8% |