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 | $151,989 | $176,662-14.0% | $130,648+16.3% | $152,861-0.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 20.08% | 2692.24%-2672.2pp | 1708.96%-1688.9pp | 345.32%-325.2pp |
| Employer contribution / active EE | $5,616 | $5,742-2.2% | $4,092+37.3% | $4,762+17.9% |
| Participant deferral / active EE | $21,400 | $4,361+390.7% | $3,603+494.0% | $5,850+265.8% |
| Admin fee / account holder | $380 | $7,133-94.7% | $5,464-93.0% | $11,596-96.7% |