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 | $194,709 | $117,983+65.0% | $101,794+91.3% | $142,382+36.8% |
| Participation rate | 92.3% | 74.2%+18.1pp | 69.2%+23.1pp | 80.1%+12.2pp |
| Annual return | 14.33% | 36.92%-22.6pp | 30.53%-16.2pp | 217.08%-202.7pp |
| Employer contribution / active EE | $4,241 | $2,773+52.9% | $2,289+85.3% | $4,299-1.4% |
| Participant deferral / active EE | $9,068 | $4,714+92.4% | $4,084+122.0% | $6,507+39.4% |
| Admin fee / account holder | $4,054 | $10,433-61.1% | $8,777-53.8% | $12,624-67.9% |