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 | $115,117 | $65,365+76.1% | $92,893+23.9% | $72,985+57.7% |
| Participation rate | 97.2% | 68.3%+28.9pp | 76.0%+21.2pp | 69.5%+27.7pp |
| Annual return | 17.16% | 42.10%-24.9pp | 109.41%-92.3pp | 81.00%-63.8pp |
| Employer contribution / active EE | $2,510 | $2,594-3.2% | $3,653-31.3% | $2,440+2.9% |
| Participant deferral / active EE | $7,229 | $3,128+131.1% | $4,236+70.7% | $3,607+100.4% |
| Admin fee / account holder | $324 | $4,251-92.4% | $5,794-94.4% | $5,124-93.7% |