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 | $102,142 | $71,883+42.1% | $86,677+17.8% | $68,494+49.1% |
| Participation rate | 88.0% | 72.2%+15.8pp | 76.6%+11.4pp | 67.9%+20.1pp |
| Annual return | -13.57% | 3.52%-17.1pp | 35.91%-49.5pp | -7.84%-5.7pp |
| Employer contribution / active EE | $2,376 | $2,173+9.4% | $2,836-16.2% | $2,596-8.5% |
| Participant deferral / active EE | $8,694 | $3,779+130.1% | $4,656+86.7% | $4,027+115.9% |
| Admin fee / account holder | $1,905 | $6,112-68.8% | $7,493-74.6% | $5,403-64.7% |