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 | $127,710 | $127,386+0.3% | $115,037+11.0% | $125,391+1.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.64% | 31.28%-32.9pp | 26.14%-27.8pp | 282.22%-283.9pp |
| Employer contribution / active EE | $7,390 | $5,166+43.0% | $4,608+60.4% | $4,866+51.9% |
| Participant deferral / active EE | $8,501 | $6,423+32.3% | $6,026+41.1% | $5,352+58.8% |
| Admin fee / account holder | $30,854 | $9,516+224.2% | $8,175+277.4% | $9,540+223.4% |