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 | $75,611 | $69,010+9.6% | $159,960-52.7% | $68,494+10.4% |
| Participation rate | 97.4% | 65.4%+32.0pp | 78.0%+19.4pp | 67.9%+29.5pp |
| Annual return | -17.93% | -9.65%-8.3pp | 408.60%-426.5pp | -7.84%-10.1pp |
| Employer contribution / active EE | $2,238 | $2,213+1.1% | $4,226-47.0% | $2,596-13.8% |
| Participant deferral / active EE | $13,994 | $4,212+232.2% | $6,182+126.3% | $4,027+247.5% |
| Admin fee / account holder | $9,751 | $4,798+103.2% | $8,698+12.1% | $5,403+80.5% |