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 | $194,899 | $102,966+89.3% | $90,281+115.9% | $152,861+27.5% |
| Participation rate | 90.0% | 75.9%+14.1pp | 73.3%+16.7pp | 82.4%+7.6pp |
| Annual return | 13.49% | 95.16%-81.7pp | 78.10%-64.6pp | 345.32%-331.8pp |
| Employer contribution / active EE | $19,459 | $3,139+520.0% | $2,854+581.7% | $4,762+308.6% |
| Participant deferral / active EE | $11,067 | $4,281+158.5% | $3,885+184.8% | $5,850+89.2% |
| Admin fee / account holder | $14,288 | $6,171+131.5% | $5,351+167.0% | $11,596+23.2% |