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 10-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 | $71,062 | $92,222-22.9% | $76,768-7.4% | $135,375-47.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -4.54% | 5.46%-10.0pp | 2.43%-7.0pp | 519.73%-524.3pp |
| Employer contribution / active EE | $3,480 | $3,216+8.2% | $2,485+40.0% | $4,779-27.2% |
| Participant deferral / active EE | $2,860 | $4,509-36.6% | $3,852-25.7% | $5,609-49.0% |
| Admin fee / account holder | $2,521 | $10,748-76.5% | $6,675-62.2% | $10,827-76.7% |