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 | $73,390 | $167,307-56.1% | $143,757-48.9% | $134,475-45.4% |
| Participation rate | 92.9% | 84.8%+8.0pp | 80.3%+12.6pp | 81.2%+11.6pp |
| Annual return | -15.03% | 0.46%-15.5pp | -0.04%-15.0pp | 417.96%-433.0pp |
| Employer contribution / active EE | $2,507 | $5,619-55.4% | $4,951-49.4% | $4,740-47.1% |
| Participant deferral / active EE | $4,173 | $6,446-35.3% | $5,637-26.0% | $6,400-34.8% |
| Admin fee / account holder | $479 | $18,088-97.4% | $14,673-96.7% | $11,426-95.8% |