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 10-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 | $135,350 | $94,625+43.0% | $116,228+16.5% | $84,808+59.6% |
| Participation rate | 84.4% | 70.4%+13.9pp | 74.6%+9.8pp | 68.3%+16.1pp |
| Annual return | 20.19% | 20.40%-0.2pp | 90.06%-69.9pp | 40.90%-20.7pp |
| Employer contribution / active EE | $4,928 | $2,347+110.0% | $2,994+64.6% | $2,631+87.3% |
| Participant deferral / active EE | $7,256 | $3,972+82.7% | $4,953+46.5% | $4,212+72.3% |
| Admin fee / account holder | $19,269 | $10,091+90.9% | $11,989+60.7% | $7,344+162.4% |