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 4-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 | $46,652 | $71,883-35.1% | $86,677-46.2% | $68,494-31.9% |
| Participation rate | 79.4% | 72.2%+7.2pp | 76.6%+2.8pp | 67.9%+11.5pp |
| Annual return | -7.23% | 3.52%-10.8pp | 35.91%-43.1pp | -7.84%+0.6pp |
| Employer contribution / active EE | $1,333 | $2,173-38.7% | $2,836-53.0% | $2,596-48.7% |
| Participant deferral / active EE | $2,210 | $3,779-41.5% | $4,656-52.5% | $4,027-45.1% |
| Admin fee / account holder | $6,148 | $6,112+0.6% | $7,493-17.9% | $5,403+13.8% |