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 | $42,771 | $72,404-40.9% | $110,238-61.2% | $64,186-33.4% |
| Participation rate | 89.5% | 73.3%+16.1pp | 79.8%+9.7pp | 69.6%+19.9pp |
| Annual return | -7.21% | -6.29%-0.9pp | 314.74%-321.9pp | 7.63%-14.8pp |
| Employer contribution / active EE | $4,601 | $2,282+101.7% | $3,826+20.2% | $2,381+93.3% |
| Participant deferral / active EE | $9,053 | $3,469+160.9% | $4,672+93.8% | $3,470+160.9% |
| Admin fee / account holder | $11,801 | $5,664+108.3% | $8,547+38.1% | $4,888+141.4% |