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 | $134,587 | $129,942+3.6% | $104,294+29.0% | $134,475+0.1% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -10.86% | 42.03%-52.9pp | 24.61%-35.5pp | 417.96%-428.8pp |
| Employer contribution / active EE | $3,866 | $4,184-7.6% | $3,372+14.7% | $4,740-18.4% |
| Participant deferral / active EE | $4,076 | $5,588-27.1% | $4,625-11.9% | $6,400-36.3% |
| Admin fee / account holder | $942 | $9,323-89.9% | $7,339-87.2% | $11,426-91.8% |