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 6-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 | $49,890 | $57,354-13.0% | $83,848-40.5% | $64,186-22.3% |
| Participation rate | 72.0% | 68.6%+3.4pp | 76.1%-4.1pp | 69.6%+2.5pp |
| Annual return | -5.08% | 11.38%-16.5pp | 850.88%-856.0pp | 7.63%-12.7pp |
| Employer contribution / active EE | $2,500 | $2,545-1.8% | $3,631-31.1% | $2,381+5.0% |
| Participant deferral / active EE | $3,391 | $2,993+13.3% | $4,082-16.9% | $3,470-2.3% |
| Admin fee / account holder | $15,081 | $4,046+272.8% | $5,478+175.3% | $4,888+208.5% |