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 | $130,177 | $57,281+127.3% | $86,612+50.3% | $75,163+73.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 17.35% | 2670.75%-2653.4pp | 591.07%-573.7pp | 160.62%-143.3pp |
| Employer contribution / active EE | $2,494 | $2,314+7.8% | $3,022-17.5% | $2,670-6.6% |
| Participant deferral / active EE | $4,426 | $3,318+33.4% | $4,438-0.3% | $4,125+7.3% |
| Admin fee / account holder | $700 | $4,112-83.0% | $5,614-87.5% | $5,651-87.6% |