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 | $141,730 | $77,899+81.9% | $149,673-5.3% | $75,163+88.6% |
| Participation rate | 98.9% | 65.6%+33.3pp | 78.8%+20.1pp | 67.2%+31.7pp |
| Annual return | 13.72% | 31.72%-18.0pp | 134.42%-120.7pp | 160.62%-146.9pp |
| Employer contribution / active EE | $5,326 | $3,137+69.7% | $4,818+10.5% | $2,670+99.5% |
| Participant deferral / active EE | $5,205 | $3,411+52.6% | $5,680-8.4% | $4,125+26.2% |
| Admin fee / account holder | $16,578 | $5,956+178.3% | $13,210+25.5% | $5,651+193.4% |