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 | $117,246 | $80,717+45.3% | $154,803-24.3% | $84,808+38.2% |
| Participation rate | 94.5% | 66.8%+27.7pp | 78.1%+16.5pp | 68.3%+26.2pp |
| Annual return | 18.23% | 37.96%-19.7pp | 58.88%-40.7pp | 40.90%-22.7pp |
| Employer contribution / active EE | $6,505 | $2,761+135.6% | $4,305+51.1% | $2,631+147.2% |
| Participant deferral / active EE | $6,892 | $3,303+108.7% | $5,540+24.4% | $4,212+63.6% |
| Admin fee / account holder | $4,210 | $6,746-37.6% | $14,329-70.6% | $7,344-42.7% |