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 6-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 | $113,840 | $87,013+30.8% | $106,213+7.2% | $80,856+40.8% |
| Participation rate | 96.7% | 70.4%+26.2pp | 75.3%+21.4pp | 67.6%+29.0pp |
| Annual return | 14.25% | 17.05%-2.8pp | 116.14%-101.9pp | 35.59%-21.3pp |
| Employer contribution / active EE | $6,903 | $2,395+188.2% | $3,171+117.6% | $2,755+150.6% |
| Participant deferral / active EE | $15,377 | $3,986+285.8% | $5,016+206.6% | $4,296+258.0% |
| Admin fee / account holder | $12,705 | $8,431+50.7% | $11,033+15.2% | $6,918+83.7% |