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 | $144,931 | $87,013+66.6% | $106,213+36.5% | $80,856+79.2% |
| Participation rate | 97.3% | 70.4%+26.9pp | 75.3%+22.0pp | 67.6%+29.7pp |
| Annual return | 16.26% | 17.05%-0.8pp | 116.14%-99.9pp | 35.59%-19.3pp |
| Employer contribution / active EE | $6,169 | $2,395+157.5% | $3,171+94.5% | $2,755+123.9% |
| Participant deferral / active EE | $4,607 | $3,986+15.6% | $5,016-8.2% | $4,296+7.2% |
| Admin fee / account holder | $3,052 | $8,431-63.8% | $11,033-72.3% | $6,918-55.9% |