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 | $33,260 | $82,664-59.8% | $125,339-73.5% | $68,494-51.4% |
| Participation rate | 98.4% | 75.0%+23.3pp | 82.4%+16.0pp | 67.9%+30.5pp |
| Annual return | -14.95% | -5.97%-9.0pp | 572.05%-587.0pp | -7.84%-7.1pp |
| Employer contribution / active EE | $3,322 | $3,381-1.7% | $4,814-31.0% | $2,596+28.0% |
| Participant deferral / active EE | $4,305 | $6,110-29.6% | $7,446-42.2% | $4,027+6.9% |
| Admin fee / account holder | $611 | $6,275-90.3% | $10,010-93.9% | $5,403-88.7% |