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 8-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 | $19,189 | $95,862-80.0% | $79,550-75.9% | $134,475-85.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -15.81% | -2.69%-13.1pp | 0.16%-16.0pp | 417.96%-433.8pp |
| Employer contribution / active EE | $2,671 | $3,128-14.6% | $2,413+10.7% | $4,740-43.6% |
| Participant deferral / active EE | $4,589 | $4,693-2.2% | $3,985+15.2% | $6,400-28.3% |
| Admin fee / account holder | $3,833 | $9,126-58.0% | $6,832-43.9% | $11,426-66.5% |