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 | $159,233 | $100,852+57.9% | $90,404+76.1% | $158,922+0.2% |
| Participation rate | 93.3% | 75.0%+18.3pp | 72.7%+20.7pp | 82.0%+11.4pp |
| Annual return | 12.79% | 1724.20%-1711.4pp | 1293.02%-1280.2pp | 302.83%-290.0pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,033 | $4,348-53.2% | $3,963-48.7% | $5,982-66.0% |
| Admin fee / account holder | $8,404 | $6,501+29.3% | $5,611+49.8% | $11,246-25.3% |