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 | $87,507 | $72,277+21.1% | $101,248-13.6% | $79,858+9.6% |
| Participation rate | 75.4% | 68.5%+6.9pp | 75.8%-0.4pp | 69.6%+5.7pp |
| Annual return | 11.07% | 22.30%-11.2pp | 46.47%-35.4pp | 31.71%-20.6pp |
| Employer contribution / active EE | $4,784 | $2,692+77.7% | $3,660+30.7% | $2,471+93.6% |
| Participant deferral / active EE | $5,502 | $3,282+67.7% | $4,370+25.9% | $3,740+47.1% |
| Admin fee / account holder | $6,453 | $4,400+46.6% | $5,945+8.5% | $5,306+21.6% |