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 | $228,685 | $85,202+168.4% | $172,739+32.4% | $72,985+213.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 23.52% | 27.32%-3.8pp | 802.84%-779.3pp | 81.00%-57.5pp |
| Employer contribution / active EE | $18,701 | $3,324+462.6% | $5,143+263.6% | $2,440+666.5% |
| Participant deferral / active EE | $12,041 | $3,260+269.3% | $5,198+131.7% | $3,607+233.8% |
| Admin fee / account holder | $4,765 | $5,884-19.0% | $13,954-65.9% | $5,124-7.0% |