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 | $132,473 | $63,346+109.1% | $92,233+43.6% | $70,131+88.9% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 99.64% | 530.12%-430.5pp | 176.28%-76.6pp | 73.14%+26.5pp |
| Employer contribution / active EE | $3,400 | $2,471+37.6% | $3,679-7.6% | $2,342+45.2% |
| Participant deferral / active EE | $6,945 | $2,854+143.4% | $3,897+78.2% | $3,332+108.5% |
| Admin fee / account holder | $1,672 | $3,840-56.5% | $5,194-67.8% | $4,645-64.0% |