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 8-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 | $86,149 | $62,586+37.6% | $76,768+12.2% | $64,186+34.2% |
| Participation rate | 79.7% | 72.8%+6.9pp | 77.0%+2.8pp | 69.6%+10.2pp |
| Annual return | -4.30% | -1.95%-2.4pp | 2.43%-6.7pp | 7.63%-11.9pp |
| Employer contribution / active EE | $1,872 | $1,832+2.2% | $2,485-24.7% | $2,381-21.4% |
| Participant deferral / active EE | $5,966 | $3,145+89.7% | $3,852+54.9% | $3,470+72.0% |
| Admin fee / account holder | $1,309 | $4,667-71.9% | $6,675-80.4% | $4,888-73.2% |