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 | $110,347 | $56,484+95.4% | $169,463-34.9% | $64,186+71.9% |
| Participation rate | 100.0% | 64.5%+35.5pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -6.00% | -1.55%-4.4pp | 1.83%-7.8pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,070 | $1,832-41.6% | $4,159-74.3% | $2,381-55.0% |
| Participant deferral / active EE | $4,757 | $3,448+38.0% | $5,277-9.8% | $3,470+37.1% |
| Admin fee / account holder | $10,662 | $4,174+155.4% | $9,109+17.0% | $4,888+118.1% |