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 7-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 | $137,040 | $167,484-18.2% | $151,611-9.6% | $134,475+1.9% |
| Participation rate | 95.5% | 88.4%+7.1pp | 87.5%+8.0pp | 81.2%+14.2pp |
| Annual return | -13.44% | 7.80%-21.2pp | 3.33%-16.8pp | 417.96%-431.4pp |
| Employer contribution / active EE | $4,337 | $6,829-36.5% | $6,166-29.7% | $4,740-8.5% |
| Participant deferral / active EE | $10,235 | $8,986+13.9% | $8,363+22.4% | $6,400+59.9% |
| Admin fee / account holder | $29,720 | $13,783+115.6% | $11,616+155.9% | $11,426+160.1% |