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 | $154,768 | $54,762+182.6% | $90,281+71.4% | $72,985+112.1% |
| Participation rate | 88.5% | 65.1%+23.3pp | 73.3%+15.2pp | 69.5%+19.0pp |
| Annual return | 0.00% | 30.63%-30.6pp | 78.10%-78.1pp | 81.00%-81.0pp |
| Employer contribution / active EE | $4,259 | $2,092+103.5% | $2,854+49.2% | $2,440+74.6% |
| Participant deferral / active EE | $6,360 | $2,887+120.3% | $3,885+63.7% | $3,607+76.3% |
| Admin fee / account holder | $5,379 | $3,972+35.4% | $5,351+0.5% | $5,124+5.0% |