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 | $142,463 | $101,724+40.0% | $164,813-13.6% | $80,856+76.2% |
| Participation rate | 91.7% | 71.8%+19.8pp | 78.6%+13.1pp | 67.6%+24.0pp |
| Annual return | 12.66% | 16.72%-4.1pp | 69.93%-57.3pp | 35.59%-22.9pp |
| Employer contribution / active EE | $3,365 | $2,953+13.9% | $4,341-22.5% | $2,755+22.1% |
| Participant deferral / active EE | $7,180 | $4,477+60.4% | $6,031+19.0% | $4,296+67.1% |
| Admin fee / account holder | $25,921 | $8,227+215.1% | $12,690+104.3% | $6,918+274.7% |