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 | $163,706 | $79,633+105.6% | $93,789+74.5% | $68,494+139.0% |
| Participation rate | 93.3% | 75.4%+18.0pp | 81.0%+12.4pp | 67.9%+25.4pp |
| Annual return | -7.30% | -0.10%-7.2pp | -11.33%+4.0pp | -7.84%+0.5pp |
| Employer contribution / active EE | $2,130 | $3,665-41.9% | $4,323-50.7% | $2,596-18.0% |
| Participant deferral / active EE | $6,755 | $5,158+31.0% | $6,094+10.8% | $4,027+67.7% |
| Admin fee / account holder | $23,268 | $6,871+238.6% | $7,195+223.4% | $5,403+330.7% |