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 | $156,562 | $106,584+46.9% | $101,326+54.5% | $142,382+10.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 13.54% | 36.93%-23.4pp | 36.82%-23.3pp | 217.08%-203.5pp |
| Employer contribution / active EE | $3,383 | $3,956-14.5% | $3,665-7.7% | $4,299-21.3% |
| Participant deferral / active EE | $15,293 | $8,297+84.3% | $7,994+91.3% | $6,507+135.0% |
| Admin fee / account holder | $10,023 | $11,446-12.4% | $11,185-10.4% | $12,624-20.6% |