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 | $81,168 | $54,350+49.3% | $82,719-1.9% | $68,494+18.5% |
| Participation rate | 96.7% | 63.9%+32.7pp | 72.6%+24.1pp | 67.9%+28.8pp |
| Annual return | -17.85% | -13.67%-4.2pp | 701.18%-719.0pp | -7.84%-10.0pp |
| Employer contribution / active EE | $3,905 | $2,218+76.0% | $3,009+29.8% | $2,596+50.4% |
| Participant deferral / active EE | $8,284 | $3,246+155.2% | $4,395+88.5% | $4,027+105.7% |
| Admin fee / account holder | $15,925 | $4,395+262.3% | $5,329+198.8% | $5,403+194.8% |