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 | $46,314 | $43,327+6.9% | $59,878-22.7% | $64,186-27.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -0.98% | -1.55%+0.6pp | 3.46%-4.4pp | 7.63%-8.6pp |
| Employer contribution / active EE | $2,474 | $2,028+22.0% | $2,722-9.1% | $2,381+3.9% |
| Participant deferral / active EE | $990 | $2,546-61.1% | $3,402-70.9% | $3,470-71.5% |
| Admin fee / account holder | $1,790 | $3,005-40.4% | $3,590-50.1% | $4,888-63.4% |