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 | $120,182 | $82,664+45.4% | $125,339-4.1% | $68,494+75.5% |
| Participation rate | 81.3% | 75.0%+6.2pp | 82.4%-1.1pp | 67.9%+13.4pp |
| Annual return | -17.45% | -5.97%-11.5pp | 572.05%-589.5pp | -7.84%-9.6pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $16,785 | $6,110+174.7% | $7,446+125.4% | $4,027+316.8% |
| Admin fee / account holder | $9,333 | $6,275+48.7% | $10,010-6.8% | $5,403+72.7% |