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 | $194,425 | $85,202+128.2% | $172,739+12.6% | $72,985+166.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 16.04% | 27.32%-11.3pp | 802.84%-786.8pp | 81.00%-65.0pp |
| Employer contribution / active EE | $9,843 | $3,324+196.1% | $5,143+91.4% | $2,440+303.4% |
| Participant deferral / active EE | $4,944 | $3,260+51.7% | $5,198-4.9% | $3,607+37.1% |
| Admin fee / account holder | $9,466 | $5,884+60.9% | $13,954-32.2% | $5,124+84.7% |