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 7-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 | $169,805 | $56,053+202.9% | $75,972+123.5% | $80,856+110.0% |
| Participation rate | 98.0% | 62.0%+36.0pp | 69.1%+28.9pp | 67.6%+30.4pp |
| Annual return | 24.03% | 20.53%+3.5pp | 359.55%-335.5pp | 35.59%-11.6pp |
| Employer contribution / active EE | $3,994 | $1,874+113.1% | $2,685+48.8% | $2,755+45.0% |
| Participant deferral / active EE | $5,513 | $3,052+80.7% | $4,255+29.5% | $4,296+28.3% |
| Admin fee / account holder | $36,616 | $5,234+599.6% | $6,467+466.2% | $6,918+429.3% |