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 | $104,986 | $110,094-4.6% | $151,611-30.8% | $68,494+53.3% |
| Participation rate | 84.0% | 84.0%0pp | 87.5%-3.5pp | 67.9%+16.1pp |
| Annual return | -18.26% | -10.12%-8.1pp | 3.33%-21.6pp | -7.84%-10.4pp |
| Employer contribution / active EE | $22,164 | $4,471+395.8% | $6,166+259.5% | $2,596+753.7% |
| Participant deferral / active EE | $17,471 | $6,527+167.7% | $8,363+108.9% | $4,027+333.8% |
| Admin fee / account holder | $1,543 | $7,719-80.0% | $11,616-86.7% | $5,403-71.4% |