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 | $35,149 | $49,280-28.7% | $67,313-47.8% | $64,186-45.2% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | 21.14% | -1.39%+22.5pp | -4.08%+25.2pp | 7.63%+13.5pp |
| Employer contribution / active EE | $1,081 | $1,668-35.2% | $2,566-57.9% | $2,381-54.6% |
| Participant deferral / active EE | $0 | $2,484-100.0% | $3,568-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,746 | $3,863-54.8% | $4,507-61.3% | $4,888-64.3% |