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 | $191,329 | $102,317+87.0% | $146,958+30.2% | $80,856+136.6% |
| Participation rate | 87.7% | 75.8%+11.9pp | 82.2%+5.6pp | 67.6%+20.1pp |
| Annual return | 13.38% | 134.76%-121.4pp | 418.34%-405.0pp | 35.59%-22.2pp |
| Employer contribution / active EE | $2,377 | $3,713-36.0% | $4,933-51.8% | $2,755-13.7% |
| Participant deferral / active EE | $13,007 | $6,644+95.8% | $8,070+61.2% | $4,296+202.8% |
| Admin fee / account holder | $14,280 | $7,941+79.8% | $12,998+9.9% | $6,918+106.4% |