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 | $86,861 | $109,881-21.0% | $150,045-42.1% | $84,808+2.4% |
| Participation rate | 90.6% | 76.1%+14.5pp | 82.3%+8.3pp | 68.3%+22.3pp |
| Annual return | 16.71% | 28.25%-11.5pp | 62.55%-45.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $7,650 | $3,561+114.8% | $4,693+63.0% | $2,631+190.8% |
| Participant deferral / active EE | $9,893 | $6,636+49.1% | $7,997+23.7% | $4,212+134.9% |
| Admin fee / account holder | $4,214 | $8,568-50.8% | $13,435-68.6% | $7,344-42.6% |