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 4-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 | $222,130 | $159,602+39.2% | $150,045+48.0% | $142,382+56.0% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 16.22% | 70.24%-54.0pp | 62.55%-46.3pp | 217.08%-200.9pp |
| Employer contribution / active EE | $7,875 | $4,961+58.8% | $4,693+67.8% | $4,299+83.2% |
| Participant deferral / active EE | $7,943 | $8,310-4.4% | $7,997-0.7% | $6,507+22.1% |
| Admin fee / account holder | $478 | $14,846-96.8% | $13,435-96.4% | $12,624-96.2% |