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 | $48,759 | $49,280-1.1% | $67,313-27.6% | $64,186-24.0% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -2.68% | -1.39%-1.3pp | -4.08%+1.4pp | 7.63%-10.3pp |
| Employer contribution / active EE | $2,714 | $1,668+62.7% | $2,566+5.8% | $2,381+14.0% |
| Participant deferral / active EE | $962 | $2,484-61.3% | $3,568-73.0% | $3,470-72.3% |
| Admin fee / account holder | $2,129 | $3,863-44.9% | $4,507-52.8% | $4,888-56.4% |