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 | $152,136 | $167,307-9.1% | $143,757+5.8% | $134,475+13.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.74% | 0.46%-15.2pp | -0.04%-14.7pp | 417.96%-432.7pp |
| Employer contribution / active EE | $2,225 | $5,619-60.4% | $4,951-55.1% | $4,740-53.1% |
| Participant deferral / active EE | $6,123 | $6,446-5.0% | $5,637+8.6% | $6,400-4.3% |
| Admin fee / account holder | $1,674 | $18,088-90.7% | $14,673-88.6% | $11,426-85.4% |