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 7-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 | $140,729 | $81,460+72.8% | $103,333+36.2% | $80,856+74.0% |
| Participation rate | 81.9% | 66.8%+15.1pp | 74.5%+7.4pp | 67.6%+14.3pp |
| Annual return | 14.34% | 25.55%-11.2pp | 24.88%-10.5pp | 35.59%-21.3pp |
| Employer contribution / active EE | $13,765 | $3,105+343.3% | $3,868+255.9% | $2,755+399.7% |
| Participant deferral / active EE | $5,851 | $3,869+51.3% | $5,057+15.7% | $4,296+36.2% |
| Admin fee / account holder | $9,694 | $6,566+47.6% | $8,355+16.0% | $6,918+40.1% |