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 | $94,150 | $95,862-1.8% | $79,550+18.4% | $134,475-30.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -17.93% | -2.69%-15.2pp | 0.16%-18.1pp | 417.96%-435.9pp |
| Employer contribution / active EE | $3,206 | $3,128+2.5% | $2,413+32.8% | $4,740-32.4% |
| Participant deferral / active EE | $9,513 | $4,693+102.7% | $3,985+138.7% | $6,400+48.6% |
| Admin fee / account holder | $1,822 | $9,126-80.0% | $6,832-73.3% | $11,426-84.1% |