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 | $95,260 | $138,347-31.1% | $184,203-48.3% | $80,856+17.8% |
| Participation rate | 98.9% | 83.9%+15.0pp | 86.8%+12.0pp | 67.6%+31.2pp |
| Annual return | 28.47% | 20.02%+8.5pp | 28.81%-0.3pp | 35.59%-7.1pp |
| Employer contribution / active EE | $7,047 | $4,850+45.3% | $6,427+9.6% | $2,755+155.8% |
| Participant deferral / active EE | $14,146 | $7,071+100.1% | $9,131+54.9% | $4,296+229.3% |
| Admin fee / account holder | $2,221 | $10,483-78.8% | $13,901-84.0% | $6,918-67.9% |