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 | $112,900 | $70,587+59.9% | $124,672-9.4% | $85,850+31.5% |
| Participation rate | 92.3% | 64.4%+27.9pp | 74.6%+17.7pp | 69.3%+23.0pp |
| Annual return | 31.97% | 20688.83%-20656.9pp | 5142.93%-5111.0pp | 318.53%-286.6pp |
| Employer contribution / active EE | $7,637 | $1,913+299.1% | $3,324+129.8% | $2,565+197.7% |
| Participant deferral / active EE | $9,128 | $2,969+207.5% | $4,614+97.8% | $3,952+131.0% |
| Admin fee / account holder | $3,079 | $5,282-41.7% | $7,493-58.9% | $6,260-50.8% |