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 | $95,823 | $81,248+17.9% | $155,509-38.4% | $80,856+18.5% |
| Participation rate | 95.7% | 66.2%+29.5pp | 78.2%+17.5pp | 67.6%+28.1pp |
| Annual return | 13.69% | 33.31%-19.6pp | 64.67%-51.0pp | 35.59%-21.9pp |
| Employer contribution / active EE | $6,679 | $3,100+115.4% | $4,672+42.9% | $2,755+142.4% |
| Participant deferral / active EE | $6,926 | $3,452+100.7% | $5,626+23.1% | $4,296+61.2% |
| Admin fee / account holder | $3,965 | $7,997-50.4% | $15,912-75.1% | $6,918-42.7% |