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 | $92,051 | $110,094-16.4% | $151,611-39.3% | $68,494+34.4% |
| Participation rate | 92.3% | 84.0%+8.3pp | 87.5%+4.8pp | 67.9%+24.4pp |
| Annual return | -14.99% | -10.12%-4.9pp | 3.33%-18.3pp | -7.84%-7.1pp |
| Employer contribution / active EE | $3,349 | $4,471-25.1% | $6,166-45.7% | $2,596+29.0% |
| Participant deferral / active EE | $8,358 | $6,527+28.1% | $8,363-0.1% | $4,027+107.5% |
| Admin fee / account holder | $16,473 | $7,719+113.4% | $11,616+41.8% | $5,403+204.9% |