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 | $52,647 | $92,222-42.9% | $76,768-31.4% | $135,375-61.1% |
| Participation rate | 90.5% | 79.8%+10.7pp | 77.0%+13.5pp | 82.6%+7.8pp |
| Annual return | -7.94% | 5.46%-13.4pp | 2.43%-10.4pp | 519.73%-527.7pp |
| Employer contribution / active EE | $2,762 | $3,216-14.1% | $2,485+11.1% | $4,779-42.2% |
| Participant deferral / active EE | $5,261 | $4,509+16.7% | $3,852+36.6% | $5,609-6.2% |
| Admin fee / account holder | $1,658 | $10,748-84.6% | $6,675-75.2% | $10,827-84.7% |