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 | $11,942 | $69,518-82.8% | $59,878-80.1% | $135,375-91.2% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.7%+8.6pp | 82.6%+0.7pp |
| Annual return | -4.18% | 7.94%-12.1pp | 3.46%-7.6pp | 519.73%-523.9pp |
| Employer contribution / active EE | $1,137 | $3,235-64.8% | $2,722-58.2% | $4,779-76.2% |
| Participant deferral / active EE | $4,109 | $4,206-2.3% | $3,402+20.8% | $5,609-26.7% |
| Admin fee / account holder | $2,538 | $5,734-55.7% | $3,590-29.3% | $10,827-76.6% |