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 | $174,040 | $60,124+189.5% | $90,404+92.5% | $79,858+117.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 11.16% | 71.94%-60.8pp | 1293.02%-1281.9pp | 31.71%-20.6pp |
| Employer contribution / active EE | $8,115 | $2,068+292.5% | $3,262+148.8% | $2,471+228.4% |
| Participant deferral / active EE | $9,549 | $2,938+225.0% | $3,963+140.9% | $3,740+155.3% |
| Admin fee / account holder | $37,418 | $3,976+841.0% | $5,611+566.9% | $5,306+605.2% |