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 | $191,171 | $57,281+233.7% | $86,612+120.7% | $75,163+154.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 20.94% | 2670.75%-2649.8pp | 591.07%-570.1pp | 160.62%-139.7pp |
| Employer contribution / active EE | $10,771 | $2,314+365.4% | $3,022+256.4% | $2,670+303.4% |
| Participant deferral / active EE | $9,504 | $3,318+186.4% | $4,438+114.2% | $4,125+130.4% |
| Admin fee / account holder | $2,483 | $4,112-39.6% | $5,614-55.8% | $5,651-56.1% |