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 | $82,853 | $167,307-50.5% | $143,757-42.4% | $134,475-38.4% |
| Participation rate | 70.0% | 84.8%-14.8pp | 80.3%-10.3pp | 81.2%-11.2pp |
| Annual return | -18.81% | 0.46%-19.3pp | -0.04%-18.8pp | 417.96%-436.8pp |
| Employer contribution / active EE | $3,176 | $5,619-43.5% | $4,951-35.9% | $4,740-33.0% |
| Participant deferral / active EE | $7,127 | $6,446+10.6% | $5,637+26.4% | $6,400+11.4% |
| Admin fee / account holder | $3,108 | $18,088-82.8% | $14,673-78.8% | $11,426-72.8% |