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 | $220,141 | $88,751+148.0% | $81,812+169.1% | $145,922+50.9% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.3%+11.0pp | 80.3%+3.1pp |
| Annual return | 16.62% | 1025.40%-1008.8pp | 773.79%-757.2pp | 561.29%-544.7pp |
| Employer contribution / active EE | $2,766 | $3,083-10.3% | $2,912-5.0% | $4,660-40.6% |
| Participant deferral / active EE | $7,334 | $4,643+58.0% | $4,319+69.8% | $6,688+9.7% |
| Admin fee / account holder | $914 | $8,415-89.1% | $7,386-87.6% | $13,397-93.2% |