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 | $53,671 | $71,883-25.3% | $86,677-38.1% | $68,494-21.6% |
| Participation rate | 95.1% | 72.2%+22.9pp | 76.6%+18.5pp | 67.9%+27.2pp |
| Annual return | -15.62% | 3.52%-19.1pp | 35.91%-51.5pp | -7.84%-7.8pp |
| Employer contribution / active EE | $1,476 | $2,173-32.1% | $2,836-48.0% | $2,596-43.1% |
| Participant deferral / active EE | $4,248 | $3,779+12.4% | $4,656-8.8% | $4,027+5.5% |
| Admin fee / account holder | $3,120 | $6,112-48.9% | $7,493-58.4% | $5,403-42.2% |