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 | $205,115 | $102,828+99.5% | $105,387+94.6% | $152,861+34.2% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.6%+7.4pp | 82.4%+7.6pp |
| Annual return | 18.78% | 20.85%-2.1pp | 26.82%-8.0pp | 345.32%-326.5pp |
| Employer contribution / active EE | $1,654 | $4,473-63.0% | $4,213-60.7% | $4,762-65.3% |
| Participant deferral / active EE | $2,038 | $5,465-62.7% | $5,502-63.0% | $5,850-65.2% |
| Admin fee / account holder | $10,401 | $8,683+19.8% | $6,559+58.6% | $11,596-10.3% |