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 | $220,680 | $168,632+30.9% | $147,614+49.5% | $125,391+76.0% |
| Participation rate | 95.2% | 88.8%+6.5pp | 84.6%+10.6pp | 83.2%+12.0pp |
| Annual return | -1.41% | 77.65%-79.1pp | 61.98%-63.4pp | 282.22%-283.6pp |
| Employer contribution / active EE | $3,836 | $6,252-38.6% | $5,564-31.1% | $4,866-21.2% |
| Participant deferral / active EE | $6,577 | $5,507+19.4% | $4,895+34.4% | $5,352+22.9% |
| Admin fee / account holder | $9,616 | $13,580-29.2% | $11,611-17.2% | $9,540+0.8% |