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 5-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 | $204,560 | $86,929+135.3% | $102,423+99.7% | $80,856+153.0% |
| Participation rate | 85.5% | 72.4%+13.1pp | 76.5%+9.0pp | 67.6%+17.8pp |
| Annual return | 16.73% | 18.88%-2.2pp | 29.32%-12.6pp | 35.59%-18.9pp |
| Employer contribution / active EE | $6,505 | $2,369+174.5% | $3,023+115.2% | $2,755+136.1% |
| Participant deferral / active EE | $8,538 | $4,118+107.3% | $5,053+69.0% | $4,296+98.8% |
| Admin fee / account holder | $13,809 | $8,049+71.6% | $9,451+46.1% | $6,918+99.6% |