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 | $158,211 | $96,635+63.7% | $86,612+82.7% | $139,434+13.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 13.53% | 106.41%-92.9pp | 591.07%-577.5pp | 372.94%-359.4pp |
| Employer contribution / active EE | $4,023 | $3,263+23.3% | $3,022+33.1% | $4,751-15.3% |
| Participant deferral / active EE | $3,693 | $4,836-23.6% | $4,438-16.8% | $6,710-45.0% |
| Admin fee / account holder | $1,208 | $6,408-81.2% | $5,614-78.5% | $11,403-89.4% |