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 | $24,885 | $27,641-10.0% | $61,373-59.5% | $68,494-63.7% |
| Participation rate | 90.3% | 39.5%+50.8pp | 52.6%+37.8pp | 67.9%+22.4pp |
| Annual return | -14.44% | -13.24%-1.2pp | 338.61%-353.0pp | -7.84%-6.6pp |
| Employer contribution / active EE | $2,231 | $695+220.7% | $1,159+92.4% | $2,596-14.1% |
| Participant deferral / active EE | $1,858 | $1,263+47.1% | $2,125-12.6% | $4,027-53.9% |
| Admin fee / account holder | $850 | $2,010-57.7% | $2,130-60.1% | $5,403-84.3% |