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 | $229,909 | $96,635+137.9% | $86,612+165.4% | $139,434+64.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 22.04% | 106.41%-84.4pp | 591.07%-569.0pp | 372.94%-350.9pp |
| Employer contribution / active EE | $9,872 | $3,263+202.6% | $3,022+226.6% | $4,751+107.8% |
| Participant deferral / active EE | $12,100 | $4,836+150.2% | $4,438+172.7% | $6,710+80.3% |
| Admin fee / account holder | $1,115 | $6,408-82.6% | $5,614-80.1% | $11,403-90.2% |