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 | $191,622 | $159,901+19.8% | $146,958+30.4% | $145,922+31.3% |
| Participation rate | 89.5% | 84.0%+5.5pp | 82.2%+7.3pp | 80.3%+9.2pp |
| Annual return | 11.61% | 98.13%-86.5pp | 418.34%-406.7pp | 561.29%-549.7pp |
| Employer contribution / active EE | $8,237 | $5,286+55.8% | $4,933+67.0% | $4,660+76.8% |
| Participant deferral / active EE | $4,319 | $8,428-48.8% | $8,070-46.5% | $6,688-35.4% |
| Admin fee / account holder | $1,357 | $15,044-91.0% | $12,998-89.6% | $13,397-89.9% |