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 | $201,243 | $75,828+165.4% | $147,614+36.3% | $59,632+237.5% |
| Participation rate | 95.1% | 71.6%+23.5pp | 84.6%+10.5pp | 68.7%+26.4pp |
| Annual return | -1.84% | 0.37%-2.2pp | 61.98%-63.8pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $8,793 | $3,485+152.3% | $5,564+58.0% | $2,203+299.2% |
| Participant deferral / active EE | $5,273 | $3,130+68.5% | $4,895+7.7% | $3,192+65.2% |
| Admin fee / account holder | $739 | $5,985-87.6% | $11,611-93.6% | $4,297-82.8% |