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 | $210,599 | $102,382+105.7% | $147,005+43.3% | $80,874+160.4% |
| Participation rate | 76.2% | 75.8%+0.3pp | 82.2%-6.0pp | 67.6%+8.5pp |
| Annual return | 17.24% | 134.89%-117.6pp | 418.76%-401.5pp | 35.62%-18.4pp |
| Employer contribution / active EE | $6,241 | $3,715+68.0% | $4,934+26.5% | $2,756+126.5% |
| Participant deferral / active EE | $9,341 | $6,646+40.5% | $8,070+15.8% | $4,297+117.4% |
| Admin fee / account holder | $5,529 | $7,942-30.4% | $13,006-57.5% | $6,935-20.3% |