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 | $199,622 | $48,046+315.5% | $84,611+135.9% | $72,985+173.5% |
| Participation rate | 98.5% | 57.6%+40.9pp | 68.2%+30.3pp | 69.5%+29.0pp |
| Annual return | 21.42% | 37.38%-16.0pp | 258.74%-237.3pp | 81.00%-59.6pp |
| Employer contribution / active EE | $8,359 | $1,602+421.8% | $2,652+215.2% | $2,440+242.6% |
| Participant deferral / active EE | $7,696 | $2,680+187.1% | $3,899+97.4% | $3,607+113.3% |
| Admin fee / account holder | $12,981 | $3,395+282.4% | $4,912+164.3% | $5,124+153.3% |