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 | $160,888 | $57,281+180.9% | $86,612+85.8% | $75,163+114.1% |
| Participation rate | 94.8% | 63.2%+31.6pp | 71.7%+23.1pp | 67.2%+27.6pp |
| Annual return | 20.13% | 2670.75%-2650.6pp | 591.07%-570.9pp | 160.62%-140.5pp |
| Employer contribution / active EE | $8,433 | $2,314+264.4% | $3,022+179.0% | $2,670+215.9% |
| Participant deferral / active EE | $7,754 | $3,318+133.7% | $4,438+74.7% | $4,125+88.0% |
| Admin fee / account holder | $1,262 | $4,112-69.3% | $5,614-77.5% | $5,651-77.7% |