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 | $140,569 | $127,386+10.3% | $115,037+22.2% | $125,391+12.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.11% | 31.28%-33.4pp | 26.14%-28.3pp | 282.22%-284.3pp |
| Employer contribution / active EE | $3,829 | $5,166-25.9% | $4,608-16.9% | $4,866-21.3% |
| Participant deferral / active EE | $8,288 | $6,423+29.0% | $6,026+37.5% | $5,352+54.9% |
| Admin fee / account holder | $1,622 | $9,516-83.0% | $8,175-80.2% | $9,540-83.0% |