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 9-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 | $136,858 | $95,453+43.4% | $112,040+22.2% | $82,448+66.0% |
| Participation rate | 83.7% | 72.8%+11.0pp | 76.5%+7.2pp | 68.1%+15.7pp |
| Annual return | 16.55% | 23.92%-7.4pp | 24.52%-8.0pp | 41.64%-25.1pp |
| Employer contribution / active EE | $2,977 | $2,318+28.5% | $2,954+0.8% | $2,551+16.7% |
| Participant deferral / active EE | $5,985 | $4,224+41.7% | $5,098+17.4% | $4,139+44.6% |
| Admin fee / account holder | $5,232 | $9,013-42.0% | $12,098-56.8% | $7,234-27.7% |