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 | $57,418 | $73,004-21.3% | $90,749-36.7% | $68,494-16.2% |
| Participation rate | 75.7% | 70.8%+4.8pp | 75.7%0pp | 67.9%+7.8pp |
| Annual return | -17.90% | -13.81%-4.1pp | -12.16%-5.7pp | -7.84%-10.1pp |
| Employer contribution / active EE | $634 | $2,193-71.1% | $2,921-78.3% | $2,596-75.6% |
| Participant deferral / active EE | $6,401 | $3,627+76.5% | $4,564+40.2% | $4,027+58.9% |
| Admin fee / account holder | $957 | $5,896-83.8% | $8,445-88.7% | $5,403-82.3% |