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 6-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 | $166,162 | $86,929+91.1% | $102,423+62.2% | $80,856+105.5% |
| Participation rate | 96.2% | 72.4%+23.8pp | 76.5%+19.7pp | 67.6%+28.5pp |
| Annual return | 17.16% | 18.88%-1.7pp | 29.32%-12.2pp | 35.59%-18.4pp |
| Employer contribution / active EE | $2,997 | $2,369+26.5% | $3,023-0.9% | $2,755+8.8% |
| Participant deferral / active EE | $17,327 | $4,118+320.7% | $5,053+242.9% | $4,296+303.4% |
| Admin fee / account holder | $8,639 | $8,049+7.3% | $9,451-8.6% | $6,918+24.9% |