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 | $79,325 | $82,664-4.0% | $125,339-36.7% | $68,494+15.8% |
| Participation rate | 82.8% | 75.0%+7.7pp | 82.4%+0.4pp | 67.9%+14.9pp |
| Annual return | -19.00% | -5.97%-13.0pp | 572.05%-591.1pp | -7.84%-11.2pp |
| Employer contribution / active EE | $3,414 | $3,381+1.0% | $4,814-29.1% | $2,596+31.5% |
| Participant deferral / active EE | $8,090 | $6,110+32.4% | $7,446+8.6% | $4,027+100.9% |
| Admin fee / account holder | $6,444 | $6,275+2.7% | $10,010-35.6% | $5,403+19.3% |