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 7-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 | $55,286 | $77,813-29.0% | $123,544-55.3% | $64,186-13.9% |
| Participation rate | 86.8% | 74.7%+12.1pp | 82.3%+4.5pp | 69.6%+17.2pp |
| Annual return | -6.11% | 12.48%-18.6pp | 119.20%-125.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $3,224 | $3,014+7.0% | $4,628-30.3% | $2,381+35.4% |
| Participant deferral / active EE | $9,114 | $5,240+73.9% | $6,426+41.8% | $3,470+162.7% |
| Admin fee / account holder | $4,753 | $5,519-13.9% | $9,284-48.8% | $4,888-2.8% |