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 | $94,528 | $90,590+4.3% | $90,782+4.1% | $135,375-30.2% |
| Participation rate | 91.7% | 83.7%+7.9pp | 82.7%+9.0pp | 82.6%+9.0pp |
| Annual return | -5.54% | -3.40%-2.1pp | -3.42%-2.1pp | 519.73%-525.3pp |
| Employer contribution / active EE | $1,486 | $4,352-65.9% | $4,105-63.8% | $4,779-68.9% |
| Participant deferral / active EE | $4,913 | $5,407-9.1% | $5,366-8.4% | $5,609-12.4% |
| Admin fee / account holder | $4,544 | $7,683-40.9% | $5,908-23.1% | $10,827-58.0% |