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 6-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 | $66,808 | $127,386-47.6% | $115,037-41.9% | $125,391-46.7% |
| Participation rate | 87.5% | 84.2%+3.3pp | 81.4%+6.1pp | 83.2%+4.3pp |
| Annual return | -1.74% | 31.28%-33.0pp | 26.14%-27.9pp | 282.22%-284.0pp |
| Employer contribution / active EE | $1,774 | $5,166-65.7% | $4,608-61.5% | $4,866-63.5% |
| Participant deferral / active EE | $8,042 | $6,423+25.2% | $6,026+33.4% | $5,352+50.3% |
| Admin fee / account holder | $4,656 | $9,516-51.1% | $8,175-43.1% | $9,540-51.2% |