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 | $54,524 | $71,883-24.1% | $86,677-37.1% | $68,494-20.4% |
| Participation rate | 98.5% | 72.2%+26.2pp | 76.6%+21.9pp | 67.9%+30.6pp |
| Annual return | -18.60% | 3.52%-22.1pp | 35.91%-54.5pp | -7.84%-10.8pp |
| Employer contribution / active EE | $3,483 | $2,173+60.3% | $2,836+22.8% | $2,596+34.2% |
| Participant deferral / active EE | $5,375 | $3,779+42.3% | $4,656+15.5% | $4,027+33.5% |
| Admin fee / account holder | $3,838 | $6,112-37.2% | $7,493-48.8% | $5,403-29.0% |