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 | $157,572 | $109,413+44.0% | $156,263+0.8% | $84,808+85.8% |
| Participation rate | 82.5% | 72.7%+9.8pp | 78.9%+3.6pp | 68.3%+14.2pp |
| Annual return | 24.11% | 20.18%+3.9pp | 59.47%-35.4pp | 40.90%-16.8pp |
| Employer contribution / active EE | $4,296 | $2,907+47.8% | $4,333-0.8% | $2,631+63.3% |
| Participant deferral / active EE | $9,084 | $4,590+97.9% | $6,158+47.5% | $4,212+115.7% |
| Admin fee / account holder | $1,476 | $9,357-84.2% | $14,255-89.6% | $7,344-79.9% |