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 | $51,945 | $72,492-28.3% | $87,100-40.4% | $72,985-28.8% |
| Participation rate | 91.7% | 72.8%+18.9pp | 76.9%+14.8pp | 69.5%+22.2pp |
| Annual return | 0.00% | 24.46%-24.5pp | 28.19%-28.2pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,889 | $1,894-0.3% | $2,521-25.1% | $2,440-22.6% |
| Participant deferral / active EE | $5,727 | $3,270+75.2% | $4,049+41.5% | $3,607+58.8% |
| Admin fee / account holder | $2,558 | $5,055-49.4% | $7,497-65.9% | $5,124-50.1% |