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 5-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 | $170,774 | $101,724+67.9% | $164,813+3.6% | $80,856+111.2% |
| Participation rate | 86.8% | 71.8%+15.0pp | 78.6%+8.2pp | 67.6%+19.2pp |
| Annual return | 14.61% | 16.72%-2.1pp | 69.93%-55.3pp | 35.59%-21.0pp |
| Employer contribution / active EE | $3,577 | $2,953+21.1% | $4,341-17.6% | $2,755+29.9% |
| Participant deferral / active EE | $9,064 | $4,477+102.4% | $6,031+50.3% | $4,296+111.0% |
| Admin fee / account holder | $11,233 | $8,227+36.5% | $12,690-11.5% | $6,918+62.4% |