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 | $111,956 | $95,862+16.8% | $79,550+40.7% | $134,475-16.7% |
| Participation rate | 83.3% | 75.0%+8.3pp | 69.5%+13.8pp | 81.2%+2.1pp |
| Annual return | -16.98% | -2.69%-14.3pp | 0.16%-17.1pp | 417.96%-434.9pp |
| Employer contribution / active EE | $1,416 | $3,128-54.7% | $2,413-41.3% | $4,740-70.1% |
| Participant deferral / active EE | $4,802 | $4,693+2.3% | $3,985+20.5% | $6,400-25.0% |
| Admin fee / account holder | $3,849 | $9,126-57.8% | $6,832-43.7% | $11,426-66.3% |