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 9-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 | $28,651 | $59,805-52.1% | $79,550-64.0% | $68,494-58.2% |
| Participation rate | 77.6% | 61.1%+16.5pp | 69.5%+8.1pp | 67.9%+9.7pp |
| Annual return | -18.88% | -12.30%-6.6pp | 0.16%-19.0pp | -7.84%-11.0pp |
| Employer contribution / active EE | $2,099 | $1,505+39.5% | $2,413-13.0% | $2,596-19.1% |
| Participant deferral / active EE | $3,286 | $3,024+8.6% | $3,985-17.5% | $4,027-18.4% |
| Admin fee / account holder | $1,011 | $4,835-79.1% | $6,832-85.2% | $5,403-81.3% |