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 7-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 | $146,474 | $91,552+60.0% | $133,956+9.3% | $79,858+83.4% |
| Participation rate | 98.2% | 73.3%+24.9pp | 79.8%+18.4pp | 69.6%+28.6pp |
| Annual return | 13.39% | 61.85%-48.5pp | 45.09%-31.7pp | 31.71%-18.3pp |
| Employer contribution / active EE | $4,399 | $2,384+84.6% | $3,919+12.3% | $2,471+78.0% |
| Participant deferral / active EE | $4,088 | $3,733+9.5% | $5,048-19.0% | $3,740+9.3% |
| Admin fee / account holder | $2,011 | $6,321-68.2% | $8,927-77.5% | $5,306-62.1% |