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 | $73,286 | $57,281+27.9% | $86,612-15.4% | $75,163-2.5% |
| Participation rate | 92.5% | 63.2%+29.3pp | 71.7%+20.8pp | 67.2%+25.3pp |
| Annual return | 26.26% | 2670.75%-2644.5pp | 591.07%-564.8pp | 160.62%-134.4pp |
| Employer contribution / active EE | $5,927 | $2,314+156.1% | $3,022+96.1% | $2,670+122.0% |
| Participant deferral / active EE | $10,224 | $3,318+208.2% | $4,438+130.4% | $4,125+147.8% |
| Admin fee / account holder | $13,162 | $4,112+220.1% | $5,614+134.4% | $5,651+132.9% |