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 | $24,113 | $43,723-44.9% | $121,196-80.1% | $64,186-62.4% |
| Participation rate | 74.4% | 58.3%+16.1pp | 71.7%+2.7pp | 69.6%+4.9pp |
| Annual return | -5.86% | 68.91%-74.8pp | 16.93%-22.8pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,890 | $1,296+45.8% | $4,022-53.0% | $2,381-20.6% |
| Participant deferral / active EE | $3,586 | $2,280+57.3% | $3,344+7.2% | $3,470+3.4% |
| Admin fee / account holder | $12,948 | $3,501+269.8% | $5,019+158.0% | $4,888+164.9% |