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 8-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 | $47,068 | $149,333-68.5% | $106,387-55.8% | $135,375-65.2% |
| Participation rate | 100.0% | 81.5%+18.5pp | 77.5%+22.5pp | 82.6%+17.4pp |
| Annual return | -5.83% | 0.52%-6.3pp | 0.25%-6.1pp | 519.73%-525.6pp |
| Employer contribution / active EE | $7,052 | $4,984+41.5% | $3,520+100.3% | $4,779+47.6% |
| Participant deferral / active EE | $9,809 | $7,230+35.7% | $5,421+80.9% | $5,609+74.9% |
| Admin fee / account holder | $3,122 | $15,952-80.4% | $7,510-58.4% | $10,827-71.2% |