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 | $184,459 | $127,065+45.2% | $113,168+63.0% | $142,382+29.6% |
| Participation rate | 95.2% | 79.2%+16.0pp | 76.6%+18.7pp | 80.1%+15.1pp |
| Annual return | 14.35% | 24.03%-9.7pp | 24.27%-9.9pp | 217.08%-202.7pp |
| Employer contribution / active EE | $2,728 | $3,442-20.7% | $2,975-8.3% | $4,299-36.5% |
| Participant deferral / active EE | $5,624 | $5,716-1.6% | $5,107+10.1% | $6,507-13.6% |
| Admin fee / account holder | $1,413 | $15,736-91.0% | $12,068-88.3% | $12,624-88.8% |