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 8-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 | $112,915 | $100,754+12.1% | $86,677+30.3% | $134,475-16.0% |
| Participation rate | 81.8% | 78.9%+2.9pp | 76.6%+5.2pp | 81.2%+0.6pp |
| Annual return | -14.45% | 29.04%-43.5pp | 35.91%-50.4pp | 417.96%-432.4pp |
| Employer contribution / active EE | $2,222 | $3,489-36.3% | $2,836-21.6% | $4,740-53.1% |
| Participant deferral / active EE | $3,953 | $5,338-26.0% | $4,656-15.1% | $6,400-38.2% |
| Admin fee / account holder | $9,708 | $10,926-11.2% | $7,493+29.6% | $11,426-15.0% |