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 | $33,724 | $73,004-53.8% | $90,749-62.8% | $68,494-50.8% |
| Participation rate | 89.7% | 70.8%+18.9pp | 75.7%+14.1pp | 67.9%+21.9pp |
| Annual return | -15.63% | -13.81%-1.8pp | -12.16%-3.5pp | -7.84%-7.8pp |
| Employer contribution / active EE | $2,417 | $2,193+10.2% | $2,921-17.3% | $2,596-6.9% |
| Participant deferral / active EE | $4,827 | $3,627+33.1% | $4,564+5.8% | $4,027+19.9% |
| Admin fee / account holder | $2,671 | $5,896-54.7% | $8,445-68.4% | $5,403-50.6% |