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 8-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 | $170,988 | $211,958-19.3% | $169,463+0.9% | $135,375+26.3% |
| Participation rate | 83.3% | 82.6%+0.7pp | 77.8%+5.6pp | 82.6%+0.7pp |
| Annual return | -3.46% | 3.26%-6.7pp | 1.83%-5.3pp | 519.73%-523.2pp |
| Employer contribution / active EE | $2,171 | $5,120-57.6% | $4,159-47.8% | $4,779-54.6% |
| Participant deferral / active EE | $3,472 | $6,075-42.8% | $5,277-34.2% | $5,609-38.1% |
| Admin fee / account holder | $37,438 | $11,471+226.4% | $9,109+311.0% | $10,827+245.8% |