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 | $141,806 | $49,173+188.4% | $121,098+17.1% | $75,163+88.7% |
| Participation rate | 87.8% | 55.4%+32.4pp | 69.5%+18.3pp | 67.2%+20.6pp |
| Annual return | 15.15% | 55.99%-40.8pp | 985.75%-970.6pp | 160.62%-145.5pp |
| Employer contribution / active EE | $2,779 | $1,546+79.8% | $4,164-33.3% | $2,670+4.1% |
| Participant deferral / active EE | $5,920 | $2,628+125.3% | $4,080+45.1% | $4,125+43.5% |
| Admin fee / account holder | $12,546 | $3,942+218.3% | $5,644+122.3% | $5,651+122.0% |