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 8-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 | $131,827 | $80,673+63.4% | $101,326+30.1% | $84,808+55.4% |
| Participation rate | 77.5% | 77.8%-0.3pp | 81.5%-4.0pp | 68.3%+9.2pp |
| Annual return | 25.02% | 38.95%-13.9pp | 36.82%-11.8pp | 40.90%-15.9pp |
| Employer contribution / active EE | $4,176 | $2,698+54.8% | $3,665+13.9% | $2,631+58.7% |
| Participant deferral / active EE | $8,564 | $6,840+25.2% | $7,994+7.1% | $4,212+103.3% |
| Admin fee / account holder | $14,003 | $12,784+9.5% | $11,185+25.2% | $7,344+90.7% |