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 | $86,960 | $105,860-17.9% | $90,749-4.2% | $134,475-35.3% |
| Participation rate | 76.2% | 78.2%-2.1pp | 75.7%+0.5pp | 81.2%-5.0pp |
| Annual return | -19.05% | -11.01%-8.0pp | -12.16%-6.9pp | 417.96%-437.0pp |
| Employer contribution / active EE | $5,107 | $3,462+47.5% | $2,921+74.8% | $4,740+7.7% |
| Participant deferral / active EE | $10,009 | $5,216+91.9% | $4,564+119.3% | $6,400+56.4% |
| Admin fee / account holder | $6,911 | $13,938-50.4% | $8,445-18.2% | $11,426-39.5% |