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 | $179,850 | $58,208+209.0% | $81,812+119.8% | $80,856+122.4% |
| Participation rate | 84.2% | 63.4%+20.8pp | 72.3%+11.9pp | 67.6%+16.6pp |
| Annual return | 18.72% | 41.66%-22.9pp | 773.79%-755.1pp | 35.59%-16.9pp |
| Employer contribution / active EE | $10,125 | $2,340+332.7% | $2,912+247.7% | $2,755+267.6% |
| Participant deferral / active EE | $8,672 | $3,281+164.3% | $4,319+100.8% | $4,296+101.9% |
| Admin fee / account holder | $30,309 | $4,981+508.5% | $7,386+310.4% | $6,918+338.1% |