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 | $174,388 | $100,852+72.9% | $90,404+92.9% | $158,922+9.7% |
| Participation rate | 70.0% | 75.0%-5.0pp | 72.7%-2.7pp | 82.0%-12.0pp |
| Annual return | 7.57% | 1724.20%-1716.6pp | 1293.02%-1285.4pp | 302.83%-295.3pp |
| Employer contribution / active EE | $1,018 | $3,689-72.4% | $3,262-68.8% | $4,761-78.6% |
| Participant deferral / active EE | $1,510 | $4,348-65.3% | $3,963-61.9% | $5,982-74.8% |
| Admin fee / account holder | $8,821 | $6,501+35.7% | $5,611+57.2% | $11,246-21.6% |