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 | $30,050 | $133,958-77.6% | $112,228-73.2% | $134,475-77.7% |
| Participation rate | 77.8% | 78.6%-0.8pp | 75.1%+2.7pp | 81.2%-3.4pp |
| Annual return | -18.15% | 47.11%-65.3pp | 27.45%-45.6pp | 417.96%-436.1pp |
| Employer contribution / active EE | $6,690 | $4,038+65.7% | $3,635+84.1% | $4,740+41.2% |
| Participant deferral / active EE | $3,786 | $5,291-28.4% | $4,728-19.9% | $6,400-40.8% |
| Admin fee / account holder | $1,538 | $7,489-79.5% | $6,410-76.0% | $11,426-86.5% |