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 | $19,898 | $73,867-73.1% | $143,757-86.2% | $68,494-70.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.10% | 1.01%-17.1pp | -0.04%-16.1pp | -7.84%-8.3pp |
| Employer contribution / active EE | $2,479 | $3,184-22.2% | $4,951-49.9% | $2,596-4.5% |
| Participant deferral / active EE | $5,617 | $3,384+66.0% | $5,637-0.4% | $4,027+39.5% |
| Admin fee / account holder | $3,075 | $5,755-46.6% | $14,673-79.0% | $5,403-43.1% |