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 | $6,016 | $82,286-92.7% | $68,791-91.3% | $134,475-95.5% |
| Participation rate | 84.2% | 75.1%+9.1pp | 69.0%+15.2pp | 81.2%+3.0pp |
| Annual return | -16.40% | -2.19%-14.2pp | -6.38%-10.0pp | 417.96%-434.4pp |
| Employer contribution / active EE | $1,842 | $3,301-44.2% | $2,655-30.6% | $4,740-61.1% |
| Participant deferral / active EE | $3,369 | $4,739-28.9% | $3,941-14.5% | $6,400-47.4% |
| Admin fee / account holder | $2,008 | $6,481-69.0% | $4,932-59.3% | $11,426-82.4% |