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 | $178,830 | $104,251+71.5% | $91,001+96.5% | $147,584+21.2% |
| Participation rate | 72.7% | 78.2%-5.5pp | 75.6%-2.9pp | 82.8%-10.1pp |
| Annual return | 17.15% | 27.06%-9.9pp | 4.60%+12.5pp | 578.55%-561.4pp |
| Employer contribution / active EE | $894 | $3,116-71.3% | $2,456-63.6% | $4,876-81.7% |
| Participant deferral / active EE | $3,112 | $4,195-25.8% | $3,547-12.3% | $5,439-42.8% |
| Admin fee / account holder | $7,469 | $8,948-16.5% | $5,417+37.9% | $10,885-31.4% |