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 | $193,112 | $104,486+84.8% | $76,817+151.4% | $152,861+26.3% |
| Participation rate | 84.6% | 76.6%+8.0pp | 72.1%+12.5pp | 82.4%+2.2pp |
| Annual return | 20.58% | 1013.37%-992.8pp | 1166.11%-1145.5pp | 345.32%-324.7pp |
| Employer contribution / active EE | $5,573 | $3,116+78.9% | $2,302+142.1% | $4,762+17.0% |
| Participant deferral / active EE | $5,822 | $4,236+37.4% | $3,336+74.5% | $5,850-0.5% |
| Admin fee / account holder | $1,742 | $12,275-85.8% | $6,420-72.9% | $11,596-85.0% |