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 | $142,606 | $86,929+64.0% | $102,423+39.2% | $80,856+76.4% |
| Participation rate | 95.1% | 72.4%+22.7pp | 76.5%+18.6pp | 67.6%+27.5pp |
| Annual return | 13.66% | 18.88%-5.2pp | 29.32%-15.7pp | 35.59%-21.9pp |
| Employer contribution / active EE | $4,389 | $2,369+85.3% | $3,023+45.2% | $2,755+59.3% |
| Participant deferral / active EE | $6,442 | $4,118+56.4% | $5,053+27.5% | $4,296+50.0% |
| Admin fee / account holder | $14,334 | $8,049+78.1% | $9,451+51.7% | $6,918+107.2% |