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 | $143,314 | $142,344+0.7% | $119,609+19.8% | $134,475+6.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -13.76% | -12.44%-1.3pp | -14.97%+1.2pp | 417.96%-431.7pp |
| Employer contribution / active EE | $1,483 | $5,222-71.6% | $4,232-64.9% | $4,740-68.7% |
| Participant deferral / active EE | $3,137 | $6,469-51.5% | $5,602-44.0% | $6,400-51.0% |
| Admin fee / account holder | $38,358 | $13,584+182.4% | $10,323+271.6% | $11,426+235.7% |