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 | $36,546 | $95,971-61.9% | $74,550-51.0% | $135,375-73.0% |
| Participation rate | 81.8% | 75.7%+6.2pp | 69.1%+12.7pp | 82.6%-0.8pp |
| Annual return | -8.70% | 56.96%-65.7pp | 32.53%-41.2pp | 519.73%-528.4pp |
| Employer contribution / active EE | $1,414 | $2,716-48.0% | $1,961-27.9% | $4,779-70.4% |
| Participant deferral / active EE | $4,389 | $3,843+14.2% | $3,108+41.2% | $5,609-21.7% |
| Admin fee / account holder | $432 | $6,522-93.4% | $5,060-91.5% | $10,827-96.0% |