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 | $144,203 | $106,749+35.1% | $145,433-0.8% | $82,448+74.9% |
| Participation rate | 88.6% | 75.6%+13.0pp | 82.1%+6.5pp | 68.1%+20.6pp |
| Annual return | 27.21% | 27.59%-0.4pp | 66.58%-39.4pp | 41.64%-14.4pp |
| Employer contribution / active EE | $7,207 | $3,444+109.2% | $4,554+58.2% | $2,551+182.5% |
| Participant deferral / active EE | $14,025 | $6,519+115.2% | $7,897+77.6% | $4,139+238.8% |
| Admin fee / account holder | $22,015 | $8,390+162.4% | $13,129+67.7% | $7,234+204.3% |