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 6-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 | $40,667 | $133,958-69.6% | $112,228-63.8% | $134,475-69.8% |
| Participation rate | 71.4% | 78.6%-7.1pp | 75.1%-3.6pp | 81.2%-9.8pp |
| Annual return | -17.61% | 47.11%-64.7pp | 27.45%-45.1pp | 417.96%-435.6pp |
| Employer contribution / active EE | $1,573 | $4,038-61.0% | $3,635-56.7% | $4,740-66.8% |
| Participant deferral / active EE | $9,289 | $5,291+75.6% | $4,728+96.5% | $6,400+45.1% |
| Admin fee / account holder | $438 | $7,489-94.1% | $6,410-93.2% | $11,426-96.2% |