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 | $53,527 | $71,883-25.5% | $86,677-38.2% | $68,494-21.9% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | 0.25% | 3.52%-3.3pp | 35.91%-35.7pp | -7.84%+8.1pp |
| Employer contribution / active EE | $2,736 | $2,173+25.9% | $2,836-3.5% | $2,596+5.4% |
| Participant deferral / active EE | $3,632 | $3,779-3.9% | $4,656-22.0% | $4,027-9.8% |
| Admin fee / account holder | $5,069 | $6,112-17.1% | $7,493-32.4% | $5,403-6.2% |