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 5-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 | $129,285 | $94,625+36.6% | $116,228+11.2% | $84,808+52.4% |
| Participation rate | 97.7% | 70.4%+27.2pp | 74.6%+23.1pp | 68.3%+29.4pp |
| Annual return | 18.91% | 20.40%-1.5pp | 90.06%-71.1pp | 40.90%-22.0pp |
| Employer contribution / active EE | $7,627 | $2,347+225.0% | $2,994+154.7% | $2,631+189.9% |
| Participant deferral / active EE | $23,786 | $3,972+498.9% | $4,953+380.2% | $4,212+464.8% |
| Admin fee / account holder | $5,563 | $10,091-44.9% | $11,989-53.6% | $7,344-24.2% |