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 6-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 | $58,847 | $110,094-46.5% | $151,611-61.2% | $68,494-14.1% |
| Participation rate | 88.1% | 84.0%+4.2pp | 87.5%+0.6pp | 67.9%+20.2pp |
| Annual return | -9.72% | -10.12%+0.4pp | 3.33%-13.0pp | -7.84%-1.9pp |
| Employer contribution / active EE | $3,756 | $4,471-16.0% | $6,166-39.1% | $2,596+44.7% |
| Participant deferral / active EE | $3,071 | $6,527-53.0% | $8,363-63.3% | $4,027-23.8% |
| Admin fee / account holder | $19,189 | $7,719+148.6% | $11,616+65.2% | $5,403+255.2% |