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 | $196,146 | $105,181+86.5% | $159,436+23.0% | $85,850+128.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 17.86% | 45.07%-27.2pp | 263.57%-245.7pp | 318.53%-300.7pp |
| Employer contribution / active EE | $7,124 | $3,318+114.7% | $4,829+47.5% | $2,565+177.7% |
| Participant deferral / active EE | $6,414 | $5,945+7.9% | $7,352-12.8% | $3,952+62.3% |
| Admin fee / account holder | $3,444 | $6,933-50.3% | $10,799-68.1% | $6,260-45.0% |