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 | $223,741 | $60,124+272.1% | $90,404+147.5% | $79,858+180.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 13.14% | 71.94%-58.8pp | 1293.02%-1279.9pp | 31.71%-18.6pp |
| Employer contribution / active EE | $3,408 | $2,068+64.8% | $3,262+4.5% | $2,471+37.9% |
| Participant deferral / active EE | $9,095 | $2,938+209.5% | $3,963+129.5% | $3,740+143.2% |
| Admin fee / account holder | $9,911 | $3,976+149.2% | $5,611+76.6% | $5,306+86.8% |