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 | $58,417 | $59,805-2.3% | $79,550-26.6% | $68,494-14.7% |
| Participation rate | 72.6% | 61.1%+11.6pp | 69.5%+3.1pp | 67.9%+4.7pp |
| Annual return | -15.80% | -12.30%-3.5pp | 0.16%-16.0pp | -7.84%-8.0pp |
| Employer contribution / active EE | $858 | $1,505-43.0% | $2,413-64.4% | $2,596-67.0% |
| Participant deferral / active EE | $2,889 | $3,024-4.5% | $3,985-27.5% | $4,027-28.3% |
| Admin fee / account holder | $12,231 | $4,835+153.0% | $6,832+79.0% | $5,403+126.4% |