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 | $130,036 | $100,754+29.1% | $86,677+50.0% | $134,475-3.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.58% | 29.04%-46.6pp | 35.91%-53.5pp | 417.96%-435.5pp |
| Employer contribution / active EE | $2,200 | $3,489-36.9% | $2,836-22.4% | $4,740-53.6% |
| Participant deferral / active EE | $8,317 | $5,338+55.8% | $4,656+78.6% | $6,400+30.0% |
| Admin fee / account holder | $1,762 | $10,926-83.9% | $7,493-76.5% | $11,426-84.6% |