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 | $36,855 | $73,004-49.5% | $90,749-59.4% | $68,494-46.2% |
| Participation rate | 83.9% | 70.8%+13.0pp | 75.7%+8.2pp | 67.9%+16.0pp |
| Annual return | -18.60% | -13.81%-4.8pp | -12.16%-6.4pp | -7.84%-10.8pp |
| Employer contribution / active EE | $3,001 | $2,193+36.9% | $2,921+2.8% | $2,596+15.6% |
| Participant deferral / active EE | $5,921 | $3,627+63.3% | $4,564+29.7% | $4,027+47.0% |
| Admin fee / account holder | $2,871 | $5,896-51.3% | $8,445-66.0% | $5,403-46.9% |