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 | $154,962 | $101,724+52.3% | $164,813-6.0% | $80,856+91.7% |
| Participation rate | 70.4% | 71.8%-1.5pp | 78.6%-8.2pp | 67.6%+2.7pp |
| Annual return | 22.94% | 16.72%+6.2pp | 69.93%-47.0pp | 35.59%-12.7pp |
| Employer contribution / active EE | $2,185 | $2,953-26.0% | $4,341-49.7% | $2,755-20.7% |
| Participant deferral / active EE | $4,672 | $4,477+4.3% | $6,031-22.5% | $4,296+8.8% |
| Admin fee / account holder | $26,647 | $8,227+223.9% | $12,690+110.0% | $6,918+285.2% |