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 | $190,680 | $102,382+86.2% | $147,005+29.7% | $80,874+135.8% |
| Participation rate | 98.8% | 75.8%+22.9pp | 82.2%+16.6pp | 67.6%+31.1pp |
| Annual return | 15.66% | 134.89%-119.2pp | 418.76%-403.1pp | 35.62%-20.0pp |
| Employer contribution / active EE | $10,577 | $3,715+184.7% | $4,934+114.4% | $2,756+283.8% |
| Participant deferral / active EE | $15,114 | $6,646+127.4% | $8,070+87.3% | $4,297+251.7% |
| Admin fee / account holder | $5,114 | $7,942-35.6% | $13,006-60.7% | $6,935-26.3% |