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 9-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 | $143,615 | $93,571+53.5% | $135,903+5.7% | $75,163+91.1% |
| Participation rate | 97.2% | 75.2%+22.0pp | 81.9%+15.3pp | 67.2%+30.0pp |
| Annual return | 16.34% | 30.90%-14.6pp | 68.23%-51.9pp | 160.62%-144.3pp |
| Employer contribution / active EE | $8,706 | $3,537+146.2% | $4,856+79.3% | $2,670+226.1% |
| Participant deferral / active EE | $14,936 | $6,404+133.2% | $7,758+92.5% | $4,125+262.1% |
| Admin fee / account holder | $3,049 | $6,975-56.3% | $10,762-71.7% | $5,651-46.0% |