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 | $21,288 | $133,958-84.1% | $112,228-81.0% | $134,475-84.2% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -18.57% | 47.11%-65.7pp | 27.45%-46.0pp | 417.96%-436.5pp |
| Employer contribution / active EE | $2,326 | $4,038-42.4% | $3,635-36.0% | $4,740-50.9% |
| Participant deferral / active EE | $4,710 | $5,291-11.0% | $4,728-0.4% | $6,400-26.4% |
| Admin fee / account holder | $4,166 | $7,489-44.4% | $6,410-35.0% | $11,426-63.5% |