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 9-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 | $179,354 | $103,376+73.5% | $87,100+105.9% | $152,861+17.3% |
| Participation rate | 71.4% | 79.3%-7.9pp | 76.9%-5.4pp | 82.4%-11.0pp |
| Annual return | 23.57% | 28.10%-4.5pp | 28.19%-4.6pp | 345.32%-321.7pp |
| Employer contribution / active EE | $3,054 | $3,220-5.2% | $2,521+21.1% | $4,762-35.9% |
| Participant deferral / active EE | $4,031 | $4,778-15.6% | $4,049-0.4% | $5,850-31.1% |
| Admin fee / account holder | $50,084 | $12,205+310.4% | $7,497+568.1% | $11,596+331.9% |