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 | $157,648 | $45,152+249.2% | $73,843+113.5% | $59,632+164.4% |
| Participation rate | 89.7% | 64.0%+25.6pp | 73.4%+16.2pp | 68.7%+21.0pp |
| Annual return | -1.87% | 27.40%-29.3pp | 2267.84%-2269.7pp | 2041.28%-2043.2pp |
| Employer contribution / active EE | $4,527 | $1,902+138.0% | $2,787+62.4% | $2,203+105.5% |
| Participant deferral / active EE | $6,897 | $2,574+168.0% | $3,583+92.5% | $3,192+116.1% |
| Admin fee / account holder | $10,724 | $3,516+205.0% | $4,880+119.7% | $4,297+149.6% |