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 | $187,155 | $54,705+242.1% | $71,209+162.8% | $84,808+120.7% |
| Participation rate | 93.8% | 64.1%+29.7pp | 73.8%+20.0pp | 68.3%+25.4pp |
| Annual return | 17.21% | 35.90%-18.7pp | 282.51%-265.3pp | 40.90%-23.7pp |
| Employer contribution / active EE | $14,775 | $2,158+584.7% | $2,721+443.0% | $2,631+461.6% |
| Participant deferral / active EE | $13,250 | $3,030+337.2% | $4,175+217.4% | $4,212+214.6% |
| Admin fee / account holder | $44,158 | $4,863+808.0% | $5,349+725.6% | $7,344+501.3% |