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 | $58,481 | $100,754-42.0% | $86,677-32.5% | $134,475-56.5% |
| Participation rate | 84.2% | 78.9%+5.3pp | 76.6%+7.6pp | 81.2%+3.0pp |
| Annual return | -16.45% | 29.04%-45.5pp | 35.91%-52.4pp | 417.96%-434.4pp |
| Employer contribution / active EE | $3,666 | $3,489+5.1% | $2,836+29.2% | $4,740-22.7% |
| Participant deferral / active EE | $6,814 | $5,338+27.7% | $4,656+46.4% | $6,400+6.5% |
| Admin fee / account holder | $1,843 | $10,926-83.1% | $7,493-75.4% | $11,426-83.9% |