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 | $54,654 | $57,354-4.7% | $83,848-34.8% | $64,186-14.8% |
| Participation rate | 98.2% | 68.6%+29.6pp | 76.1%+22.1pp | 69.6%+28.7pp |
| Annual return | -2.82% | 11.38%-14.2pp | 850.88%-853.7pp | 7.63%-10.5pp |
| Employer contribution / active EE | $2,639 | $2,545+3.7% | $3,631-27.3% | $2,381+10.9% |
| Participant deferral / active EE | $3,095 | $2,993+3.4% | $4,082-24.2% | $3,470-10.8% |
| Admin fee / account holder | $23,364 | $4,046+477.5% | $5,478+326.5% | $4,888+378.0% |