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 | $114,820 | $57,281+100.5% | $86,612+32.6% | $75,163+52.8% |
| Participation rate | 88.9% | 63.2%+25.7pp | 71.7%+17.2pp | 67.2%+21.7pp |
| Annual return | 15.12% | 2670.75%-2655.6pp | 591.07%-575.9pp | 160.62%-145.5pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $15,084 | $3,318+354.6% | $4,438+239.9% | $4,125+265.7% |
| Admin fee / account holder | $13,761 | $4,112+234.7% | $5,614+145.1% | $5,651+143.5% |