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 | $50,853 | $61,660-17.5% | $80,019-36.4% | $64,186-20.8% |
| Participation rate | 96.3% | 71.7%+24.6pp | 75.8%+20.5pp | 69.6%+26.7pp |
| Annual return | -5.91% | -0.33%-5.6pp | 11.22%-17.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,236 | $1,810-31.8% | $2,468-49.9% | $2,381-48.1% |
| Participant deferral / active EE | $4,051 | $2,968+36.5% | $3,686+9.9% | $3,470+16.7% |
| Admin fee / account holder | $7,399 | $5,417+36.6% | $6,521+13.5% | $4,888+51.4% |