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 | $69,539 | $61,660+12.8% | $80,019-13.1% | $64,186+8.3% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -5.80% | -0.33%-5.5pp | 11.22%-17.0pp | 7.63%-13.4pp |
| Employer contribution / active EE | $2,483 | $1,810+37.1% | $2,468+0.6% | $2,381+4.3% |
| Participant deferral / active EE | $5,485 | $2,968+84.8% | $3,686+48.8% | $3,470+58.1% |
| Admin fee / account holder | $4,511 | $5,417-16.7% | $6,521-30.8% | $4,888-7.7% |