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 | $117,083 | $67,411+73.7% | $91,001+28.7% | $70,131+66.9% |
| Participation rate | 75.7% | 71.4%+4.3pp | 75.6%+0.1pp | 69.5%+6.1pp |
| Annual return | 19.43% | -40.16%+59.6pp | 4.60%+14.8pp | 73.14%-53.7pp |
| Employer contribution / active EE | $2,428 | $1,786+35.9% | $2,456-1.1% | $2,342+3.6% |
| Participant deferral / active EE | $4,993 | $2,823+76.9% | $3,547+40.7% | $3,332+49.9% |
| Admin fee / account holder | $1,036 | $4,236-75.5% | $5,417-80.9% | $4,645-77.7% |