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 9-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 | $39,303 | $167,307-76.5% | $143,757-72.7% | $134,475-70.8% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -18.03% | 0.46%-18.5pp | -0.04%-18.0pp | 417.96%-436.0pp |
| Employer contribution / active EE | $3,062 | $5,619-45.5% | $4,951-38.2% | $4,740-35.4% |
| Participant deferral / active EE | $7,339 | $6,446+13.9% | $5,637+30.2% | $6,400+14.7% |
| Admin fee / account holder | $1,571 | $18,088-91.3% | $14,673-89.3% | $11,426-86.2% |