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 | $223,328 | $85,202+162.1% | $172,739+29.3% | $72,985+206.0% |
| Participation rate | 96.0% | 70.1%+25.9pp | 82.6%+13.4pp | 69.5%+26.5pp |
| Annual return | 17.89% | 27.32%-9.4pp | 802.84%-785.0pp | 81.00%-63.1pp |
| Employer contribution / active EE | $11,174 | $3,324+236.1% | $5,143+117.3% | $2,440+358.0% |
| Participant deferral / active EE | $8,281 | $3,260+154.0% | $5,198+59.3% | $3,607+129.6% |
| Admin fee / account holder | $33,296 | $5,884+465.9% | $13,954+138.6% | $5,124+549.8% |