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 9-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 | $49,171 | $43,327+13.5% | $59,878-17.9% | $64,186-23.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 13.32% | -1.55%+14.9pp | 3.46%+9.9pp | 7.63%+5.7pp |
| Employer contribution / active EE | $5,181 | $2,028+155.4% | $2,722+90.4% | $2,381+117.6% |
| Participant deferral / active EE | $4,972 | $2,546+95.3% | $3,402+46.1% | $3,470+43.3% |
| Admin fee / account holder | $4,602 | $3,005+53.2% | $3,590+28.2% | $4,888-5.8% |