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 | $169,652 | $125,758+34.9% | $169,993-0.2% | $75,163+125.7% |
| Participation rate | 92.3% | 83.6%+8.7pp | 87.0%+5.3pp | 67.2%+25.1pp |
| Annual return | 35.40% | 27.20%+8.2pp | 53.37%-18.0pp | 160.62%-125.2pp |
| Employer contribution / active EE | $10,616 | $4,615+130.0% | $6,785+56.5% | $2,670+297.6% |
| Participant deferral / active EE | $18,827 | $6,837+175.4% | $10,408+80.9% | $4,125+356.4% |
| Admin fee / account holder | $1,525 | $8,173-81.3% | $12,815-88.1% | $5,651-73.0% |