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 | $173,903 | $59,101+194.2% | $77,163+125.4% | $75,163+131.4% |
| Participation rate | 80.6% | 63.9%+16.7pp | 69.6%+11.0pp | 67.2%+13.4pp |
| Annual return | 13.77% | 26.71%-12.9pp | 37.87%-24.1pp | 160.62%-146.9pp |
| Employer contribution / active EE | $4,512 | $1,995+126.2% | $2,535+78.0% | $2,670+69.0% |
| Participant deferral / active EE | $5,120 | $2,999+70.7% | $3,833+33.6% | $4,125+24.1% |
| Admin fee / account holder | $7,610 | $4,774+59.4% | $5,472+39.1% | $5,651+34.7% |