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 | $29,087 | $77,813-62.6% | $123,544-76.5% | $64,186-54.7% |
| Participation rate | 73.5% | 74.7%-1.2pp | 82.3%-8.8pp | 69.6%+4.0pp |
| Annual return | -5.75% | 12.48%-18.2pp | 119.20%-124.9pp | 7.63%-13.4pp |
| Employer contribution / active EE | $2,970 | $3,014-1.5% | $4,628-35.8% | $2,381+24.7% |
| Participant deferral / active EE | $7,441 | $5,240+42.0% | $6,426+15.8% | $3,470+114.5% |
| Admin fee / account holder | $3,352 | $5,519-39.3% | $9,284-63.9% | $4,888-31.4% |