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 | $145,514 | $133,958+8.6% | $112,228+29.7% | $134,475+8.2% |
| Participation rate | 91.7% | 78.6%+13.1pp | 75.1%+16.6pp | 81.2%+10.4pp |
| Annual return | -18.73% | 47.11%-65.8pp | 27.45%-46.2pp | 417.96%-436.7pp |
| Employer contribution / active EE | $3,130 | $4,038-22.5% | $3,635-13.9% | $4,740-34.0% |
| Participant deferral / active EE | $7,392 | $5,291+39.7% | $4,728+56.3% | $6,400+15.5% |
| Admin fee / account holder | $673 | $7,489-91.0% | $6,410-89.5% | $11,426-94.1% |