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 | $123,866 | $54,762+126.2% | $90,281+37.2% | $72,985+69.7% |
| Participation rate | 96.7% | 65.1%+31.5pp | 73.3%+23.4pp | 69.5%+27.2pp |
| Annual return | 32.00% | 30.63%+1.4pp | 78.10%-46.1pp | 81.00%-49.0pp |
| Employer contribution / active EE | $2,507 | $2,092+19.8% | $2,854-12.2% | $2,440+2.7% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,607-100.0% |
| Admin fee / account holder | $627 | $3,972-84.2% | $5,351-88.3% | $5,124-87.8% |