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 | $137,403 | $57,281+139.9% | $86,612+58.6% | $75,163+82.8% |
| Participation rate | 88.0% | 63.2%+24.8pp | 71.7%+16.3pp | 67.2%+20.8pp |
| Annual return | 14.29% | 2670.75%-2656.5pp | 591.07%-576.8pp | 160.62%-146.3pp |
| Employer contribution / active EE | $5,241 | $2,314+126.4% | $3,022+73.4% | $2,670+96.3% |
| Participant deferral / active EE | $2,862 | $3,318-13.7% | $4,438-35.5% | $4,125-30.6% |
| Admin fee / account holder | $19,716 | $4,112+379.5% | $5,614+251.2% | $5,651+248.9% |