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 | $214,043 | $168,632+26.9% | $147,614+45.0% | $125,391+70.7% |
| Participation rate | 85.7% | 88.8%-3.1pp | 84.6%+1.1pp | 83.2%+2.5pp |
| Annual return | -2.67% | 77.65%-80.3pp | 61.98%-64.7pp | 282.22%-284.9pp |
| Employer contribution / active EE | $3,519 | $6,252-43.7% | $5,564-36.8% | $4,866-27.7% |
| Participant deferral / active EE | $4,811 | $5,507-12.6% | $4,895-1.7% | $5,352-10.1% |
| Admin fee / account holder | $1,693 | $13,580-87.5% | $11,611-85.4% | $9,540-82.3% |