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 10-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 | $26,146 | $53,596-51.2% | $90,645-71.2% | $64,186-59.3% |
| Participation rate | 100.0% | 64.5%+35.5pp | 74.0%+26.0pp | 69.6%+30.4pp |
| Annual return | -5.09% | 4.41%-9.5pp | 1.88%-7.0pp | 7.63%-12.7pp |
| Employer contribution / active EE | $1,538 | $1,503+2.4% | $2,532-39.2% | $2,381-35.4% |
| Participant deferral / active EE | $0 | $2,459-100.0% | $3,425-100.0% | $3,470-100.0% |
| Admin fee / account holder | $7,581 | $3,868+96.0% | $4,994+51.8% | $4,888+55.1% |