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 5-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 | $232,596 | $123,793+87.9% | $177,821+30.8% | $79,858+191.3% |
| Participation rate | 76.9% | 84.7%-7.7pp | 87.7%-10.8pp | 69.6%+7.3pp |
| Annual return | 12.57% | 22.82%-10.2pp | 48.32%-35.7pp | 31.71%-19.1pp |
| Employer contribution / active EE | $6,058 | $4,095+47.9% | $5,918+2.4% | $2,471+145.2% |
| Participant deferral / active EE | $9,723 | $5,956+63.2% | $7,714+26.0% | $3,740+160.0% |
| Admin fee / account holder | $25,918 | $7,243+257.9% | $12,427+108.6% | $5,306+388.4% |