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 | $160,884 | $51,576+211.9% | $129,207+24.5% | $80,856+99.0% |
| Participation rate | 81.8% | 57.0%+24.8pp | 69.6%+12.2pp | 67.6%+14.2pp |
| Annual return | 46.22% | 20.81%+25.4pp | 9417.33%-9371.1pp | 35.59%+10.6pp |
| Employer contribution / active EE | $5,596 | $1,584+253.3% | $4,153+34.7% | $2,755+103.1% |
| Participant deferral / active EE | $11,922 | $2,669+346.7% | $4,168+186.1% | $4,296+177.5% |
| Admin fee / account holder | $13,560 | $4,305+215.0% | $7,715+75.8% | $6,918+96.0% |