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 8-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 | $222,364 | $165,335+34.5% | $149,696+48.5% | $158,922+39.9% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 17.72% | 348.15%-330.4pp | 276.60%-258.9pp | 302.83%-285.1pp |
| Employer contribution / active EE | $5,291 | $5,103+3.7% | $4,644+13.9% | $4,761+11.1% |
| Participant deferral / active EE | $9,722 | $7,181+35.4% | $6,842+42.1% | $5,982+62.5% |
| Admin fee / account holder | $1,094 | $10,807-89.9% | $9,309-88.3% | $11,246-90.3% |