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 | $47,922 | $131,829-63.6% | $108,579-55.9% | $273,961-82.5% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.6%-4.6pp | 83.0%-8.0pp |
| Annual return | 10.62% | -91.57%+102.2pp | -51.70%+62.3pp | 41.45%-30.8pp |
| Employer contribution / active EE | $2,045 | $4,912-58.4% | $3,758-45.6% | $4,869-58.0% |
| Participant deferral / active EE | $4,918 | $5,127-4.1% | $4,311+14.1% | $5,287-7.0% |
| Admin fee / account holder | $445 | $10,252-95.7% | $7,645-94.2% | $10,132-95.6% |