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 | $60,571 | $59,107+2.5% | $86,436-29.9% | $68,494-11.6% |
| Participation rate | 71.4% | 75.2%-3.8pp | 80.3%-8.9pp | 67.9%+3.5pp |
| Annual return | -17.99% | -0.23%-17.8pp | 4394.89%-4412.9pp | -7.84%-10.1pp |
| Employer contribution / active EE | $2,808 | $2,519+11.5% | $3,769-25.5% | $2,596+8.1% |
| Participant deferral / active EE | $4,917 | $5,901-16.7% | $6,952-29.3% | $4,027+22.1% |
| Admin fee / account holder | $774 | $5,637-86.3% | $6,731-88.5% | $5,403-85.7% |