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 | $138,078 | $73,004+89.1% | $90,749+52.2% | $68,494+101.6% |
| Participation rate | 96.0% | 70.8%+25.2pp | 75.7%+20.3pp | 67.9%+28.1pp |
| Annual return | -3.38% | -13.81%+10.4pp | -12.16%+8.8pp | -7.84%+4.5pp |
| Employer contribution / active EE | $8,000 | $2,193+264.8% | $2,921+173.9% | $2,596+208.1% |
| Participant deferral / active EE | $0 | $3,627-100.0% | $4,564-100.0% | $4,027-100.0% |
| Admin fee / account holder | $10,894 | $5,896+84.8% | $8,445+29.0% | $5,403+101.6% |