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 | $119,883 | $167,307-28.3% | $143,757-16.6% | $134,475-10.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.58% | 0.46%-18.0pp | -0.04%-17.5pp | 417.96%-435.5pp |
| Employer contribution / active EE | $4,017 | $5,619-28.5% | $4,951-18.9% | $4,740-15.2% |
| Participant deferral / active EE | $7,937 | $6,446+23.1% | $5,637+40.8% | $6,400+24.0% |
| Admin fee / account holder | $1,438 | $18,088-92.1% | $14,673-90.2% | $11,426-87.4% |