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 | $129,004 | $127,065+1.5% | $113,168+14.0% | $142,382-9.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 12.29% | 24.03%-11.7pp | 24.27%-12.0pp | 217.08%-204.8pp |
| Employer contribution / active EE | $2,118 | $3,442-38.5% | $2,975-28.8% | $4,299-50.7% |
| Participant deferral / active EE | $5,340 | $5,716-6.6% | $5,107+4.6% | $6,507-17.9% |
| Admin fee / account holder | $10,297 | $15,736-34.6% | $12,068-14.7% | $12,624-18.4% |