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 | $54,261 | $100,754-46.1% | $86,677-37.4% | $134,475-59.7% |
| Participation rate | 89.5% | 78.9%+10.5pp | 76.6%+12.9pp | 81.2%+8.3pp |
| Annual return | -6.89% | 29.04%-35.9pp | 35.91%-42.8pp | 417.96%-424.9pp |
| Employer contribution / active EE | $2,671 | $3,489-23.4% | $2,836-5.8% | $4,740-43.6% |
| Participant deferral / active EE | $3,627 | $5,338-32.0% | $4,656-22.1% | $6,400-43.3% |
| Admin fee / account holder | $5,590 | $10,926-48.8% | $7,493-25.4% | $11,426-51.1% |