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 | $143,472 | $167,307-14.2% | $143,757-0.2% | $134,475+6.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.71% | 0.46%-13.2pp | -0.04%-12.7pp | 417.96%-430.7pp |
| Employer contribution / active EE | $6,230 | $5,619+10.9% | $4,951+25.8% | $4,740+31.4% |
| Participant deferral / active EE | $6,553 | $6,446+1.7% | $5,637+16.3% | $6,400+2.4% |
| Admin fee / account holder | $1,330 | $18,088-92.6% | $14,673-90.9% | $11,426-88.4% |