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 | $212,134 | $102,317+107.3% | $146,958+44.4% | $80,856+162.4% |
| Participation rate | 94.4% | 75.8%+18.6pp | 82.2%+12.3pp | 67.6%+26.8pp |
| Annual return | 18.57% | 134.76%-116.2pp | 418.34%-399.8pp | 35.59%-17.0pp |
| Employer contribution / active EE | $9,000 | $3,713+142.4% | $4,933+82.4% | $2,755+226.7% |
| Participant deferral / active EE | $8,459 | $6,644+27.3% | $8,070+4.8% | $4,296+96.9% |
| Admin fee / account holder | $9,223 | $7,941+16.1% | $12,998-29.0% | $6,918+33.3% |