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 | $178,478 | $72,071+147.6% | $68,368+161.1% | $137,256+30.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 14.85% | 353.14%-338.3pp | 292.57%-277.7pp | 220.34%-205.5pp |
| Employer contribution / active EE | $11,961 | $2,788+329.0% | $2,649+351.5% | $4,156+187.8% |
| Participant deferral / active EE | $23,546 | $4,410+433.9% | $4,123+471.1% | $6,407+267.5% |
| Admin fee / account holder | $325 | $5,336-93.9% | $5,150-93.7% | $12,270-97.4% |