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 | $249,147 | $101,724+144.9% | $164,813+51.2% | $80,856+208.1% |
| Participation rate | 75.0% | 71.8%+3.2pp | 78.6%-3.6pp | 67.6%+7.4pp |
| Annual return | 12.81% | 16.72%-3.9pp | 69.93%-57.1pp | 35.59%-22.8pp |
| Employer contribution / active EE | $3,717 | $2,953+25.8% | $4,341-14.4% | $2,755+34.9% |
| Participant deferral / active EE | $9,798 | $4,477+118.8% | $6,031+62.4% | $4,296+128.1% |
| Admin fee / account holder | $32,170 | $8,227+291.0% | $12,690+153.5% | $6,918+365.0% |