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 8-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 | $73,787 | $160,055-53.9% | $140,016-47.3% | $135,375-45.5% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.5%-1.8pp | 82.6%+3.1pp |
| Annual return | -6.36% | 911.38%-917.7pp | 651.12%-657.5pp | 519.73%-526.1pp |
| Employer contribution / active EE | $1,382 | $6,420-78.5% | $5,606-75.3% | $4,779-71.1% |
| Participant deferral / active EE | $5,348 | $7,642-30.0% | $6,927-22.8% | $5,609-4.6% |
| Admin fee / account holder | $15,238 | $13,328+14.3% | $10,705+42.3% | $10,827+40.7% |