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 | $140,563 | $53,127+164.6% | $86,590+62.3% | $70,131+100.4% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 15.05% | 27.66%-12.6pp | 964.84%-949.8pp | 73.14%-58.1pp |
| Employer contribution / active EE | $7,210 | $2,068+248.6% | $2,839+153.9% | $2,342+207.8% |
| Participant deferral / active EE | $10,765 | $2,696+299.3% | $3,609+198.3% | $3,332+223.1% |
| Admin fee / account holder | $33,940 | $3,585+846.6% | $4,906+591.9% | $4,645+630.6% |