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 | $75,390 | $81,900-7.9% | $119,609-37.0% | $68,494+10.1% |
| Participation rate | 88.3% | 71.9%+16.4pp | 79.3%+9.0pp | 67.9%+20.4pp |
| Annual return | -14.46% | -23.82%+9.4pp | -14.97%+0.5pp | -7.84%-6.6pp |
| Employer contribution / active EE | $3,278 | $2,693+21.7% | $4,232-22.5% | $2,596+26.3% |
| Participant deferral / active EE | $8,053 | $4,148+94.2% | $5,602+43.7% | $4,027+100.0% |
| Admin fee / account holder | $3,457 | $6,582-47.5% | $10,323-66.5% | $5,403-36.0% |