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 | $94,928 | $60,124+57.9% | $90,404+5.0% | $79,858+18.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 20.04% | 71.94%-51.9pp | 1293.02%-1273.0pp | 31.71%-11.7pp |
| Employer contribution / active EE | $15,308 | $2,068+640.3% | $3,262+369.3% | $2,471+519.5% |
| Participant deferral / active EE | $3,811 | $2,938+29.7% | $3,963-3.9% | $3,740+1.9% |
| Admin fee / account holder | $7,330 | $3,976+84.3% | $5,611+30.6% | $5,306+38.1% |