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 | $37,238 | $69,010-46.0% | $159,960-76.7% | $68,494-45.6% |
| Participation rate | 73.1% | 65.4%+7.7pp | 78.0%-4.9pp | 67.9%+5.2pp |
| Annual return | -18.57% | -9.65%-8.9pp | 408.60%-427.2pp | -7.84%-10.7pp |
| Employer contribution / active EE | $2,690 | $2,213+21.5% | $4,226-36.3% | $2,596+3.6% |
| Participant deferral / active EE | $6,105 | $4,212+44.9% | $6,182-1.3% | $4,027+51.6% |
| Admin fee / account holder | $2,431 | $4,798-49.3% | $8,698-72.0% | $5,403-55.0% |