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 | $174,434 | $71,883+142.7% | $86,677+101.2% | $68,494+154.7% |
| Participation rate | 85.4% | 72.2%+13.1pp | 76.6%+8.8pp | 67.9%+17.5pp |
| Annual return | -12.25% | 3.52%-15.8pp | 35.91%-48.2pp | -7.84%-4.4pp |
| Employer contribution / active EE | $12,283 | $2,173+465.3% | $2,836+333.0% | $2,596+373.1% |
| Participant deferral / active EE | $6,093 | $3,779+61.3% | $4,656+30.9% | $4,027+51.3% |
| Admin fee / account holder | $37,452 | $6,112+512.8% | $7,493+399.8% | $5,403+593.2% |