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 | $132,368 | $81,460+62.5% | $103,333+28.1% | $80,856+63.7% |
| Participation rate | 91.8% | 66.8%+25.0pp | 74.5%+17.3pp | 67.6%+24.2pp |
| Annual return | 13.34% | 25.55%-12.2pp | 24.88%-11.5pp | 35.59%-22.3pp |
| Employer contribution / active EE | $4,965 | $3,105+59.9% | $3,868+28.4% | $2,755+80.2% |
| Participant deferral / active EE | $6,676 | $3,869+72.6% | $5,057+32.0% | $4,296+55.4% |
| Admin fee / account holder | $9,046 | $6,566+37.8% | $8,355+8.3% | $6,918+30.8% |