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 | $54,996 | $81,900-32.9% | $119,609-54.0% | $68,494-19.7% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -15.28% | -23.82%+8.5pp | -14.97%-0.3pp | -7.84%-7.4pp |
| Employer contribution / active EE | $4,058 | $2,693+50.7% | $4,232-4.1% | $2,596+56.3% |
| Participant deferral / active EE | $5,298 | $4,148+27.7% | $5,602-5.4% | $4,027+31.6% |
| Admin fee / account holder | $801 | $6,582-87.8% | $10,323-92.2% | $5,403-85.2% |