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 | $197,286 | $43,723+351.2% | $121,196+62.8% | $64,186+207.4% |
| Participation rate | 87.9% | 58.3%+29.6pp | 71.7%+16.1pp | 69.6%+18.3pp |
| Annual return | -6.84% | 68.91%-75.7pp | 16.93%-23.8pp | 7.63%-14.5pp |
| Employer contribution / active EE | $8,059 | $1,296+521.7% | $4,022+100.4% | $2,381+238.5% |
| Participant deferral / active EE | $2,672 | $2,280+17.2% | $3,344-20.1% | $3,470-23.0% |
| Admin fee / account holder | $3,965 | $3,501+13.3% | $5,019-21.0% | $4,888-18.9% |