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 | $139,231 | $25,014+456.6% | $69,647+99.9% | $80,856+72.2% |
| Participation rate | 95.5% | 64.2%+31.3pp | 66.5%+29.1pp | 67.6%+27.9pp |
| Annual return | 13.20% | 19.07%-5.9pp | 100.48%-87.3pp | 35.59%-22.4pp |
| Employer contribution / active EE | $2,621 | $993+164.0% | $1,712+53.1% | $2,755-4.9% |
| Participant deferral / active EE | $6,696 | $1,839+264.1% | $2,886+132.0% | $4,296+55.9% |
| Admin fee / account holder | $4,339 | $2,488+74.4% | $4,713-7.9% | $6,918-37.3% |