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 | $186,965 | $96,635+93.5% | $86,612+115.9% | $139,434+34.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 12.46% | 106.41%-93.9pp | 591.07%-578.6pp | 372.94%-360.5pp |
| Employer contribution / active EE | $16,565 | $3,263+407.7% | $3,022+448.1% | $4,751+248.7% |
| Participant deferral / active EE | $9,817 | $4,836+103.0% | $4,438+121.2% | $6,710+46.3% |
| Admin fee / account holder | $4,016 | $6,408-37.3% | $5,614-28.5% | $11,403-64.8% |