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 | $74,833 | $167,484-55.3% | $151,611-50.6% | $134,475-44.4% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.5%0pp | 81.2%+6.3pp |
| Annual return | -17.17% | 7.80%-25.0pp | 3.33%-20.5pp | 417.96%-435.1pp |
| Employer contribution / active EE | $7,113 | $6,829+4.2% | $6,166+15.4% | $4,740+50.1% |
| Participant deferral / active EE | $18,329 | $8,986+104.0% | $8,363+119.2% | $6,400+186.4% |
| Admin fee / account holder | $3,874 | $13,783-71.9% | $11,616-66.6% | $11,426-66.1% |