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 | $119,235 | $109,881+8.5% | $150,045-20.5% | $84,808+40.6% |
| Participation rate | 86.0% | 76.1%+9.9pp | 82.3%+3.7pp | 68.3%+17.7pp |
| Annual return | 17.36% | 28.25%-10.9pp | 62.55%-45.2pp | 40.90%-23.5pp |
| Employer contribution / active EE | $6,295 | $3,561+76.8% | $4,693+34.1% | $2,631+139.3% |
| Participant deferral / active EE | $11,268 | $6,636+69.8% | $7,997+40.9% | $4,212+167.5% |
| Admin fee / account holder | $10,734 | $8,568+25.3% | $13,435-20.1% | $7,344+46.2% |