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 | $91,718 | $91,538+0.2% | $129,995-29.4% | $75,163+22.0% |
| Participation rate | 92.3% | 71.4%+20.9pp | 78.5%+13.8pp | 67.2%+25.1pp |
| Annual return | 14.26% | -631.11%+645.4pp | -137.18%+151.4pp | 160.62%-146.4pp |
| Employer contribution / active EE | $1,753 | $2,845-38.4% | $4,320-59.4% | $2,670-34.3% |
| Participant deferral / active EE | $5,189 | $4,341+19.5% | $5,820-10.8% | $4,125+25.8% |
| Admin fee / account holder | $11,994 | $6,790+76.6% | $10,614+13.0% | $5,651+112.3% |