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 | $50,567 | $82,286-38.5% | $68,791-26.5% | $134,475-62.4% |
| Participation rate | 90.0% | 75.1%+14.9pp | 69.0%+21.0pp | 81.2%+8.8pp |
| Annual return | -14.68% | -2.19%-12.5pp | -6.38%-8.3pp | 417.96%-432.6pp |
| Employer contribution / active EE | $3,253 | $3,301-1.4% | $2,655+22.5% | $4,740-31.4% |
| Participant deferral / active EE | $8,729 | $4,739+84.2% | $3,941+121.5% | $6,400+36.4% |
| Admin fee / account holder | $505 | $6,481-92.2% | $4,932-89.8% | $11,426-95.6% |