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 8-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 | $138,631 | $78,672+76.2% | $109,143+27.0% | $85,850+61.5% |
| Participation rate | 71.4% | 68.3%+3.2pp | 75.9%-4.4pp | 69.3%+2.1pp |
| Annual return | 15.36% | 25.09%-9.7pp | 25.75%-10.4pp | 318.53%-303.2pp |
| Employer contribution / active EE | $1,254 | $2,735-54.1% | $3,722-66.3% | $2,565-51.1% |
| Participant deferral / active EE | $6,185 | $3,467+78.4% | $4,653+32.9% | $3,952+56.5% |
| Admin fee / account holder | $6,237 | $5,469+14.0% | $6,752-7.6% | $6,260-0.4% |