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 | $211,620 | $80,717+162.2% | $154,803+36.7% | $84,808+149.5% |
| Participation rate | 88.5% | 66.8%+21.7pp | 78.1%+10.4pp | 68.3%+20.2pp |
| Annual return | 15.28% | 37.96%-22.7pp | 58.88%-43.6pp | 40.90%-25.6pp |
| Employer contribution / active EE | $19,279 | $2,761+598.2% | $4,305+347.8% | $2,631+632.8% |
| Participant deferral / active EE | $20,606 | $3,303+523.8% | $5,540+271.9% | $4,212+389.3% |
| Admin fee / account holder | $3,398 | $6,746-49.6% | $14,329-76.3% | $7,344-53.7% |