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 | $138,215 | $99,020+39.6% | $86,590+59.6% | $147,584-6.3% |
| Participation rate | 83.3% | 76.3%+7.0pp | 73.5%+9.8pp | 82.8%+0.5pp |
| Annual return | 15.72% | 1312.34%-1296.6pp | 964.84%-949.1pp | 578.55%-562.8pp |
| Employer contribution / active EE | $9,585 | $3,132+206.0% | $2,839+237.6% | $4,876+96.6% |
| Participant deferral / active EE | $10,926 | $3,972+175.1% | $3,609+202.8% | $5,439+100.9% |
| Admin fee / account holder | $8,422 | $5,710+47.5% | $4,906+71.7% | $10,885-22.6% |