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 | $74,202 | $167,307-55.6% | $143,757-48.4% | $134,475-44.8% |
| Participation rate | 94.4% | 84.8%+9.6pp | 80.3%+14.1pp | 81.2%+13.2pp |
| Annual return | -15.17% | 0.46%-15.6pp | -0.04%-15.1pp | 417.96%-433.1pp |
| Employer contribution / active EE | $6,050 | $5,619+7.7% | $4,951+22.2% | $4,740+27.6% |
| Participant deferral / active EE | $5,685 | $6,446-11.8% | $5,637+0.9% | $6,400-11.2% |
| Admin fee / account holder | $4,346 | $18,088-76.0% | $14,673-70.4% | $11,426-62.0% |