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 7-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 | $14,807 | $73,867-80.0% | $143,757-89.7% | $68,494-78.4% |
| Participation rate | 78.3% | 66.7%+11.6pp | 80.3%-2.0pp | 67.9%+10.4pp |
| Annual return | -13.34% | 1.01%-14.4pp | -0.04%-13.3pp | -7.84%-5.5pp |
| Employer contribution / active EE | $1,918 | $3,184-39.8% | $4,951-61.3% | $2,596-26.1% |
| Participant deferral / active EE | $1,747 | $3,384-48.4% | $5,637-69.0% | $4,027-56.6% |
| Admin fee / account holder | $413 | $5,755-92.8% | $14,673-97.2% | $5,403-92.3% |