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 | $60,992 | $167,307-63.5% | $143,757-57.6% | $134,475-54.6% |
| Participation rate | 82.6% | 84.8%-2.2pp | 80.3%+2.3pp | 81.2%+1.4pp |
| Annual return | -18.49% | 0.46%-18.9pp | -0.04%-18.4pp | 417.96%-436.4pp |
| Employer contribution / active EE | $1,701 | $5,619-69.7% | $4,951-65.6% | $4,740-64.1% |
| Participant deferral / active EE | $4,695 | $6,446-27.2% | $5,637-16.7% | $6,400-26.6% |
| Admin fee / account holder | $3,269 | $18,088-81.9% | $14,673-77.7% | $11,426-71.4% |