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 | $50,350 | $99,032-49.2% | $80,019-37.1% | $135,375-62.8% |
| Participation rate | 70.6% | 78.4%-7.8pp | 75.8%-5.2pp | 82.6%-12.1pp |
| Annual return | -4.51% | 15.39%-19.9pp | 11.22%-15.7pp | 519.73%-524.2pp |
| Employer contribution / active EE | $1,915 | $3,043-37.1% | $2,468-22.4% | $4,779-59.9% |
| Participant deferral / active EE | $4,620 | $4,282+7.9% | $3,686+25.4% | $5,609-17.6% |
| Admin fee / account holder | $4,692 | $10,436-55.0% | $6,521-28.0% | $10,827-56.7% |