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 | $87,523 | $138,044-36.6% | $125,339-30.2% | $134,475-34.9% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -18.56% | 750.33%-768.9pp | 572.05%-590.6pp | 417.96%-436.5pp |
| Employer contribution / active EE | $1,285 | $5,243-75.5% | $4,814-73.3% | $4,740-72.9% |
| Participant deferral / active EE | $3,545 | $7,799-54.5% | $7,446-52.4% | $6,400-44.6% |
| Admin fee / account holder | $2,487 | $11,571-78.5% | $10,010-75.2% | $11,426-78.2% |