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 6-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 | $108,482 | $167,484-35.2% | $151,611-28.4% | $134,475-19.3% |
| Participation rate | 94.1% | 88.4%+5.7pp | 87.5%+6.6pp | 81.2%+12.9pp |
| Annual return | -18.47% | 7.80%-26.3pp | 3.33%-21.8pp | 417.96%-436.4pp |
| Employer contribution / active EE | $4,286 | $6,829-37.2% | $6,166-30.5% | $4,740-9.6% |
| Participant deferral / active EE | $8,041 | $8,986-10.5% | $8,363-3.9% | $6,400+25.7% |
| Admin fee / account holder | $2,338 | $13,783-83.0% | $11,616-79.9% | $11,426-79.5% |