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 | $76,310 | $82,286-7.3% | $68,791+10.9% | $134,475-43.3% |
| Participation rate | 80.0% | 75.1%+4.9pp | 69.0%+11.0pp | 81.2%-1.2pp |
| Annual return | -14.94% | -2.19%-12.7pp | -6.38%-8.6pp | 417.96%-432.9pp |
| Employer contribution / active EE | $3,997 | $3,301+21.1% | $2,655+50.5% | $4,740-15.7% |
| Participant deferral / active EE | $9,742 | $4,739+105.6% | $3,941+147.2% | $6,400+52.2% |
| Admin fee / account holder | $32,963 | $6,481+408.6% | $4,932+568.4% | $11,426+188.5% |