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 | $139,145 | $73,867+88.4% | $143,757-3.2% | $68,494+103.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -13.38% | 1.01%-14.4pp | -0.04%-13.3pp | -7.84%-5.5pp |
| Employer contribution / active EE | $10,853 | $3,184+240.9% | $4,951+119.2% | $2,596+318.0% |
| Participant deferral / active EE | $8,074 | $3,384+138.6% | $5,637+43.2% | $4,027+100.5% |
| Admin fee / account holder | $40,268 | $5,755+599.7% | $14,673+174.4% | $5,403+645.3% |