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 | $88,386 | $42,894+106.1% | $60,874+45.2% | $68,494+29.0% |
| Participation rate | 97.1% | 66.8%+30.4pp | 73.1%+24.0pp | 67.9%+29.3pp |
| Annual return | -15.46% | -13.98%-1.5pp | 16.90%-32.4pp | -7.84%-7.6pp |
| Employer contribution / active EE | $9,819 | $1,978+396.4% | $2,701+263.5% | $2,596+278.2% |
| Participant deferral / active EE | $7,630 | $2,867+166.2% | $3,817+99.9% | $4,027+89.5% |
| Admin fee / account holder | $1,597 | $3,101-48.5% | $3,224-50.5% | $5,403-70.4% |