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 4-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 | $223,817 | $95,803+133.6% | $113,168+97.8% | $84,808+163.9% |
| Participation rate | 84.6% | 72.9%+11.8pp | 76.6%+8.1pp | 68.3%+16.3pp |
| Annual return | 16.83% | 25.00%-8.2pp | 24.27%-7.4pp | 40.90%-24.1pp |
| Employer contribution / active EE | $3,467 | $2,360+46.9% | $2,975+16.5% | $2,631+31.8% |
| Participant deferral / active EE | $8,661 | $4,242+104.2% | $5,107+69.6% | $4,212+105.6% |
| Admin fee / account holder | $3,922 | $8,989-56.4% | $12,068-67.5% | $7,344-46.6% |