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 | $35,743 | $95,862-62.7% | $79,550-55.1% | $134,475-73.4% |
| Participation rate | 90.0% | 75.0%+15.0pp | 69.5%+20.5pp | 81.2%+8.8pp |
| Annual return | -13.79% | -2.69%-11.1pp | 0.16%-13.9pp | 417.96%-431.7pp |
| Employer contribution / active EE | $1,662 | $3,128-46.9% | $2,413-31.1% | $4,740-64.9% |
| Participant deferral / active EE | $2,074 | $4,693-55.8% | $3,985-48.0% | $6,400-67.6% |
| Admin fee / account holder | $5,050 | $9,126-44.7% | $6,832-26.1% | $11,426-55.8% |