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 | $131,651 | $73,004+80.3% | $90,749+45.1% | $68,494+92.2% |
| Participation rate | 73.0% | 70.8%+2.1pp | 75.7%-2.7pp | 67.9%+5.1pp |
| Annual return | -14.35% | -13.81%-0.5pp | -12.16%-2.2pp | -7.84%-6.5pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,823 | $3,627+5.4% | $4,564-16.2% | $4,027-5.1% |
| Admin fee / account holder | $2,060 | $5,896-65.1% | $8,445-75.6% | $5,403-61.9% |