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 | $161,269 | $58,208+177.1% | $81,812+97.1% | $80,856+99.5% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 13.68% | 41.66%-28.0pp | 773.79%-760.1pp | 35.59%-21.9pp |
| Employer contribution / active EE | $9,215 | $2,340+293.8% | $2,912+216.4% | $2,755+234.5% |
| Participant deferral / active EE | $8,060 | $3,281+145.7% | $4,319+86.6% | $4,296+87.6% |
| Admin fee / account holder | $13,865 | $4,981+178.3% | $7,386+87.7% | $6,918+100.4% |