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 | $47,076 | $64,707-27.2% | $112,228-58.1% | $68,494-31.3% |
| Participation rate | 82.5% | 67.2%+15.4pp | 75.1%+7.5pp | 67.9%+14.7pp |
| Annual return | -13.75% | -11.40%-2.3pp | 27.45%-41.2pp | -7.84%-5.9pp |
| Employer contribution / active EE | $2,924 | $2,746+6.5% | $3,635-19.5% | $2,596+12.6% |
| Participant deferral / active EE | $9,228 | $3,565+158.9% | $4,728+95.2% | $4,027+129.1% |
| Admin fee / account holder | $22,733 | $5,232+334.5% | $6,410+254.6% | $5,403+320.8% |