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 | $240,919 | $86,929+177.1% | $102,423+135.2% | $80,856+198.0% |
| Participation rate | 95.0% | 72.4%+22.6pp | 76.5%+18.5pp | 67.6%+27.4pp |
| Annual return | 16.31% | 18.88%-2.6pp | 29.32%-13.0pp | 35.59%-19.3pp |
| Employer contribution / active EE | $3,393 | $2,369+43.2% | $3,023+12.2% | $2,755+23.2% |
| Participant deferral / active EE | $6,854 | $4,118+66.4% | $5,053+35.7% | $4,296+59.6% |
| Admin fee / account holder | $2,582 | $8,049-67.9% | $9,451-72.7% | $6,918-62.7% |