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 | $165,158 | $114,381+44.4% | $107,525+53.6% | $142,382+16.0% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 15.33% | 242.71%-227.4pp | 181.32%-166.0pp | 217.08%-201.7pp |
| Employer contribution / active EE | $5,824 | $4,015+45.1% | $3,754+55.2% | $4,299+35.5% |
| Participant deferral / active EE | $12,659 | $5,564+127.5% | $5,116+147.5% | $6,507+94.5% |
| Admin fee / account holder | $7,453 | $9,860-24.4% | $8,919-16.4% | $12,624-41.0% |