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 | $221,696 | $78,705+181.7% | $117,854+88.1% | $70,131+216.1% |
| Participation rate | 88.6% | 73.2%+15.4pp | 79.7%+8.9pp | 69.5%+19.0pp |
| Annual return | 18.26% | 23.30%-5.0pp | 335.08%-316.8pp | 73.14%-54.9pp |
| Employer contribution / active EE | $3,718 | $2,223+67.2% | $3,786-1.8% | $2,342+58.7% |
| Participant deferral / active EE | $6,036 | $3,297+83.1% | $4,482+34.7% | $3,332+81.2% |
| Admin fee / account holder | $12,426 | $5,065+145.3% | $8,020+54.9% | $4,645+167.5% |