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 | $144,391 | $167,307-13.7% | $143,757+0.4% | $134,475+7.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.58% | 0.46%-19.0pp | -0.04%-18.5pp | 417.96%-436.5pp |
| Employer contribution / active EE | $15,085 | $5,619+168.5% | $4,951+204.7% | $4,740+218.3% |
| Participant deferral / active EE | $9,930 | $6,446+54.1% | $5,637+76.2% | $6,400+55.2% |
| Admin fee / account holder | $1,698 | $18,088-90.6% | $14,673-88.4% | $11,426-85.1% |