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 | $248,018 | $167,484+48.1% | $151,611+63.6% | $134,475+84.4% |
| Participation rate | 95.0% | 88.4%+6.6pp | 87.5%+7.5pp | 81.2%+13.8pp |
| Annual return | -17.46% | 7.80%-25.3pp | 3.33%-20.8pp | 417.96%-435.4pp |
| Employer contribution / active EE | $4,894 | $6,829-28.3% | $6,166-20.6% | $4,740+3.3% |
| Participant deferral / active EE | $15,986 | $8,986+77.9% | $8,363+91.1% | $6,400+149.8% |
| Admin fee / account holder | $1,568 | $13,783-88.6% | $11,616-86.5% | $11,426-86.3% |