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 | $159,253 | $100,852+57.9% | $90,404+76.2% | $158,922+0.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.05% | 1724.20%-1709.2pp | 1293.02%-1278.0pp | 302.83%-287.8pp |
| Employer contribution / active EE | $10,428 | $3,689+182.7% | $3,262+219.7% | $4,761+119.0% |
| Participant deferral / active EE | $8,376 | $4,348+92.6% | $3,963+111.3% | $5,982+40.0% |
| Admin fee / account holder | $4,222 | $6,501-35.1% | $5,611-24.8% | $11,246-62.5% |