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 | $34,070 | $71,883-52.6% | $86,677-60.7% | $68,494-50.3% |
| Participation rate | 96.4% | 72.2%+24.2pp | 76.6%+19.9pp | 67.9%+28.5pp |
| Annual return | -17.81% | 3.52%-21.3pp | 35.91%-53.7pp | -7.84%-10.0pp |
| Employer contribution / active EE | $2,785 | $2,173+28.2% | $2,836-1.8% | $2,596+7.3% |
| Participant deferral / active EE | $5,754 | $3,779+52.3% | $4,656+23.6% | $4,027+42.9% |
| Admin fee / account holder | $874 | $6,112-85.7% | $7,493-88.3% | $5,403-83.8% |