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 | $142,308 | $42,894+231.8% | $60,874+133.8% | $68,494+107.8% |
| Participation rate | 96.2% | 66.8%+29.4pp | 73.1%+23.0pp | 67.9%+28.3pp |
| Annual return | -2.29% | -13.98%+11.7pp | 16.90%-19.2pp | -7.84%+5.6pp |
| Employer contribution / active EE | $11,374 | $1,978+475.0% | $2,701+321.0% | $2,596+338.1% |
| Participant deferral / active EE | $9,956 | $2,867+247.3% | $3,817+160.9% | $4,027+147.2% |
| Admin fee / account holder | $17,871 | $3,101+476.4% | $3,224+454.3% | $5,403+230.8% |