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 | $59,387 | $167,484-64.5% | $151,611-60.8% | $134,475-55.8% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -20.32% | 7.80%-28.1pp | 3.33%-23.6pp | 417.96%-438.3pp |
| Employer contribution / active EE | $3,812 | $6,829-44.2% | $6,166-38.2% | $4,740-19.6% |
| Participant deferral / active EE | $9,088 | $8,986+1.1% | $8,363+8.7% | $6,400+42.0% |
| Admin fee / account holder | $335 | $13,783-97.6% | $11,616-97.1% | $11,426-97.1% |