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 10-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 | $204,191 | $168,632+21.1% | $147,614+38.3% | $125,391+62.8% |
| Participation rate | 90.9% | 88.8%+2.1pp | 84.6%+6.3pp | 83.2%+7.7pp |
| Annual return | 0.55% | 77.65%-77.1pp | 61.98%-61.4pp | 282.22%-281.7pp |
| Employer contribution / active EE | $17,080 | $6,252+173.2% | $5,564+206.9% | $4,866+251.0% |
| Participant deferral / active EE | $7,125 | $5,507+29.4% | $4,895+45.6% | $5,352+33.1% |
| Admin fee / account holder | $16,947 | $13,580+24.8% | $11,611+46.0% | $9,540+77.6% |