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 | $187,851 | $57,281+227.9% | $86,612+116.9% | $75,163+149.9% |
| Participation rate | 97.8% | 63.2%+34.6pp | 71.7%+26.1pp | 67.2%+30.6pp |
| Annual return | 21.60% | 2670.75%-2649.1pp | 591.07%-569.5pp | 160.62%-139.0pp |
| Employer contribution / active EE | $12,360 | $2,314+434.0% | $3,022+308.9% | $2,670+363.0% |
| Participant deferral / active EE | $13,418 | $3,318+304.4% | $4,438+202.4% | $4,125+225.3% |
| Admin fee / account holder | $3,012 | $4,112-26.7% | $5,614-46.4% | $5,651-46.7% |