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 | $78,520+67.9% | $96,576+36.5% | $82,448+59.9% |
| Participation rate | 77.5% | 77.7%-0.2pp | 81.4%-3.9pp | 68.1%+9.4pp |
| Annual return | 25.02% | 41.30%-16.3pp | 38.47%-13.5pp | 41.64%-16.6pp |
| Employer contribution / active EE | $4,176 | $2,630+58.8% | $3,553+17.5% | $2,551+63.7% |
| Participant deferral / active EE | $8,564 | $6,754+26.8% | $7,956+7.6% | $4,139+106.9% |
| Admin fee / account holder | $14,003 | $13,455+4.1% | $11,381+23.0% | $7,234+93.6% |