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 | $52,414 | $73,867-29.0% | $143,757-63.5% | $68,494-23.5% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -12.20% | 1.01%-13.2pp | -0.04%-12.2pp | -7.84%-4.4pp |
| Employer contribution / active EE | $4,953 | $3,184+55.5% | $4,9510% | $2,596+90.8% |
| Participant deferral / active EE | $5,366 | $3,384+58.6% | $5,637-4.8% | $4,027+33.3% |
| Admin fee / account holder | $1,126 | $5,755-80.4% | $14,673-92.3% | $5,403-79.2% |