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 10-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 | $131,191 | $90,503+45.0% | $78,689+66.7% | $273,961-52.1% |
| Participation rate | 88.9% | 76.5%+12.4pp | 73.6%+15.3pp | 83.0%+5.9pp |
| Annual return | 8.23% | 75.60%-67.4pp | 62.18%-53.9pp | 41.45%-33.2pp |
| Employer contribution / active EE | $5,773 | $3,176+81.8% | $2,851+102.5% | $4,869+18.6% |
| Participant deferral / active EE | $5,818 | $3,901+49.1% | $3,517+65.4% | $5,287+10.0% |
| Admin fee / account holder | $1,696 | $5,263-67.8% | $4,510-62.4% | $10,132-83.3% |