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 | $120,117 | $54,705+119.6% | $71,209+68.7% | $84,808+41.6% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 17.98% | 35.90%-17.9pp | 282.51%-264.5pp | 40.90%-22.9pp |
| Employer contribution / active EE | $11,841 | $2,158+448.7% | $2,721+335.2% | $2,631+350.1% |
| Participant deferral / active EE | $8,502 | $3,030+180.6% | $4,175+103.6% | $4,212+101.9% |
| Admin fee / account holder | $7,270 | $4,863+49.5% | $5,349+35.9% | $7,344-1.0% |