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 | $225,497 | $106,749+111.2% | $145,433+55.1% | $82,448+173.5% |
| Participation rate | 74.1% | 75.6%-1.6pp | 82.1%-8.0pp | 68.1%+6.0pp |
| Annual return | 17.61% | 27.59%-10.0pp | 66.58%-49.0pp | 41.64%-24.0pp |
| Employer contribution / active EE | $8,176 | $3,444+137.4% | $4,554+79.5% | $2,551+220.5% |
| Participant deferral / active EE | $10,347 | $6,519+58.7% | $7,897+31.0% | $4,139+150.0% |
| Admin fee / account holder | $5,694 | $8,390-32.1% | $13,129-56.6% | $7,234-21.3% |