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 | $225,063 | $138,347+62.7% | $184,203+22.2% | $80,856+178.3% |
| Participation rate | 76.5% | 83.9%-7.4pp | 86.8%-10.3pp | 67.6%+8.8pp |
| Annual return | 14.54% | 20.02%-5.5pp | 28.81%-14.3pp | 35.59%-21.1pp |
| Employer contribution / active EE | $5,103 | $4,850+5.2% | $6,427-20.6% | $2,755+85.2% |
| Participant deferral / active EE | $10,069 | $7,071+42.4% | $9,131+10.3% | $4,296+134.4% |
| Admin fee / account holder | $20,550 | $10,483+96.0% | $13,901+47.8% | $6,918+197.1% |