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 | $230,461 | $68,719+235.4% | $91,541+151.8% | $84,808+171.7% |
| Participation rate | 97.2% | 64.5%+32.7pp | 69.8%+27.4pp | 68.3%+28.9pp |
| Annual return | 19.73% | 19.12%+0.6pp | 20.50%-0.8pp | 40.90%-21.2pp |
| Employer contribution / active EE | $3,542 | $1,920+84.5% | $2,505+41.4% | $2,631+34.6% |
| Participant deferral / active EE | $0 | $3,136-100.0% | $4,008-100.0% | $4,212-100.0% |
| Admin fee / account holder | $9,277 | $5,786+60.3% | $6,956+33.4% | $7,344+26.3% |