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 10-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 | $108,998 | $90,519+20.4% | $93,789+16.2% | $134,475-18.9% |
| Participation rate | 91.7% | 82.0%+9.7pp | 81.0%+10.7pp | 81.2%+10.4pp |
| Annual return | -16.61% | -15.72%-0.9pp | -11.33%-5.3pp | 417.96%-434.6pp |
| Employer contribution / active EE | $3,268 | $4,343-24.7% | $4,323-24.4% | $4,740-31.0% |
| Participant deferral / active EE | $8,325 | $5,978+39.3% | $6,094+36.6% | $6,400+30.1% |
| Admin fee / account holder | $752 | $9,252-91.9% | $7,195-89.6% | $11,426-93.4% |