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 | $147,312 | $60,124+145.0% | $90,404+62.9% | $79,858+84.5% |
| Participation rate | 97.4% | 65.0%+32.5pp | 72.7%+24.8pp | 69.6%+27.8pp |
| Annual return | 15.99% | 71.94%-56.0pp | 1293.02%-1277.0pp | 31.71%-15.7pp |
| Employer contribution / active EE | $7,451 | $2,068+260.3% | $3,262+128.4% | $2,471+201.5% |
| Participant deferral / active EE | $8,412 | $2,938+186.3% | $3,963+112.2% | $3,740+124.9% |
| Admin fee / account holder | $2,590 | $3,976-34.9% | $5,611-53.8% | $5,306-51.2% |