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 | $212,370 | $167,307+26.9% | $143,757+47.7% | $134,475+57.9% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -14.75% | 0.46%-15.2pp | -0.04%-14.7pp | 417.96%-432.7pp |
| Employer contribution / active EE | $1,928 | $5,619-65.7% | $4,951-61.0% | $4,740-59.3% |
| Participant deferral / active EE | $4,052 | $6,446-37.1% | $5,637-28.1% | $6,400-36.7% |
| Admin fee / account holder | $15,370 | $18,088-15.0% | $14,673+4.8% | $11,426+34.5% |