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 | $76,426 | $82,664-7.5% | $125,339-39.0% | $68,494+11.6% |
| Participation rate | 77.8% | 75.0%+2.7pp | 82.4%-4.6pp | 67.9%+9.9pp |
| Annual return | -13.91% | -5.97%-7.9pp | 572.05%-586.0pp | -7.84%-6.1pp |
| Employer contribution / active EE | $3,702 | $3,381+9.5% | $4,814-23.1% | $2,596+42.6% |
| Participant deferral / active EE | $7,779 | $6,110+27.3% | $7,446+4.5% | $4,027+93.2% |
| Admin fee / account holder | $767 | $6,275-87.8% | $10,010-92.3% | $5,403-85.8% |