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 | $46,813 | $72,177-35.1% | $115,037-59.3% | $59,632-21.5% |
| Participation rate | 94.7% | 72.6%+22.2pp | 81.4%+13.4pp | 68.7%+26.1pp |
| Annual return | -1.71% | 12.02%-13.7pp | 26.14%-27.8pp | 2041.28%-2043.0pp |
| Employer contribution / active EE | $3,134 | $2,841+10.3% | $4,608-32.0% | $2,203+42.3% |
| Participant deferral / active EE | $6,950 | $4,783+45.3% | $6,026+15.3% | $3,192+117.7% |
| Admin fee / account holder | $841 | $4,927-82.9% | $8,175-89.7% | $4,297-80.4% |