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 7-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 | $43,281 | $167,484-74.2% | $151,611-71.5% | $134,475-67.8% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.5%0pp | 81.2%+6.3pp |
| Annual return | -19.90% | 7.80%-27.7pp | 3.33%-23.2pp | 417.96%-437.9pp |
| Employer contribution / active EE | $2,477 | $6,829-63.7% | $6,166-59.8% | $4,740-47.7% |
| Participant deferral / active EE | $6,441 | $8,986-28.3% | $8,363-23.0% | $6,400+0.6% |
| Admin fee / account holder | $764 | $13,783-94.5% | $11,616-93.4% | $11,426-93.3% |