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 | $34,596 | $93,024-62.8% | $77,024-55.1% | $134,475-74.3% |
| Participation rate | 76.5% | 74.5%+2.0pp | 67.9%+8.6pp | 81.2%-4.8pp |
| Annual return | -7.71% | 62.60%-70.3pp | 42.32%-50.0pp | 417.96%-425.7pp |
| Employer contribution / active EE | $4,591 | $3,418+34.3% | $2,812+63.3% | $4,740-3.1% |
| Participant deferral / active EE | $3,248 | $5,238-38.0% | $4,426-26.6% | $6,400-49.3% |
| Admin fee / account holder | $464 | $6,944-93.3% | $5,425-91.5% | $11,426-95.9% |