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 | $217,134 | $83,902+158.8% | $167,512+29.6% | $84,808+156.0% |
| Participation rate | 95.3% | 66.5%+28.9pp | 77.1%+18.3pp | 68.3%+27.0pp |
| Annual return | 14.73% | 91.55%-76.8pp | 1615.79%-1601.1pp | 40.90%-26.2pp |
| Employer contribution / active EE | $6,603 | $2,264+191.7% | $3,882+70.1% | $2,631+151.0% |
| Participant deferral / active EE | $6,747 | $4,442+51.9% | $6,405+5.3% | $4,212+60.2% |
| Admin fee / account holder | $22,482 | $7,915+184.0% | $9,769+130.1% | $7,344+206.1% |