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 8-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 | $25,365 | $142,344-82.2% | $119,609-78.8% | $134,475-81.1% |
| Participation rate | 71.4% | 82.8%-11.4pp | 79.3%-7.8pp | 81.2%-9.8pp |
| Annual return | -8.88% | -12.44%+3.6pp | -14.97%+6.1pp | 417.96%-426.8pp |
| Employer contribution / active EE | $1,577 | $5,222-69.8% | $4,232-62.7% | $4,740-66.7% |
| Participant deferral / active EE | $4,141 | $6,469-36.0% | $5,602-26.1% | $6,400-35.3% |
| Admin fee / account holder | $9,120 | $13,584-32.9% | $10,323-11.7% | $11,426-20.2% |