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 7-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 | $126,905 | $142,344-10.8% | $119,609+6.1% | $134,475-5.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -12.32% | -12.44%+0.1pp | -14.97%+2.7pp | 417.96%-430.3pp |
| Employer contribution / active EE | $3,592 | $5,222-31.2% | $4,232-15.1% | $4,740-24.2% |
| Participant deferral / active EE | $10,700 | $6,469+65.4% | $5,602+91.0% | $6,400+67.2% |
| Admin fee / account holder | $1,322 | $13,584-90.3% | $10,323-87.2% | $11,426-88.4% |