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 5-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 | $78,337 | $167,307-53.2% | $143,757-45.5% | $134,475-41.7% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -20.05% | 0.46%-20.5pp | -0.04%-20.0pp | 417.96%-438.0pp |
| Employer contribution / active EE | $1,709 | $5,619-69.6% | $4,951-65.5% | $4,740-63.9% |
| Participant deferral / active EE | $7,879 | $6,446+22.2% | $5,637+39.8% | $6,400+23.1% |
| Admin fee / account holder | $1,530 | $18,088-91.5% | $14,673-89.6% | $11,426-86.6% |