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 | $142,487 | $117,841+20.9% | $102,423+39.1% | $145,922-2.4% |
| Participation rate | 95.2% | 78.6%+16.7pp | 76.5%+18.7pp | 80.3%+15.0pp |
| Annual return | 12.80% | 31.65%-18.8pp | 29.32%-16.5pp | 561.29%-548.5pp |
| Employer contribution / active EE | $3,156 | $3,615-12.7% | $3,023+4.4% | $4,660-32.3% |
| Participant deferral / active EE | $9,343 | $5,731+63.0% | $5,053+84.9% | $6,688+39.7% |
| Admin fee / account holder | $68,549 | $13,326+414.4% | $9,451+625.3% | $13,397+411.7% |