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 | $114,587 | $76,407+50.0% | $150,298-23.8% | $82,448+39.0% |
| Participation rate | 78.1% | 66.4%+11.7pp | 77.8%+0.4pp | 68.1%+10.1pp |
| Annual return | 13.64% | 39.99%-26.4pp | 62.79%-49.1pp | 41.64%-28.0pp |
| Employer contribution / active EE | $4,261 | $2,614+63.0% | $4,154+2.6% | $2,551+67.0% |
| Participant deferral / active EE | $10,651 | $3,214+231.4% | $5,453+95.3% | $4,139+157.3% |
| Admin fee / account holder | $9,120 | $6,352+43.6% | $14,116-35.4% | $7,234+26.1% |