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 | $147,493 | $142,344+3.6% | $119,609+23.3% | $134,475+9.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.99% | -12.44%-7.6pp | -14.97%-5.0pp | 417.96%-438.0pp |
| Employer contribution / active EE | $3,949 | $5,222-24.4% | $4,232-6.7% | $4,740-16.7% |
| Participant deferral / active EE | $17,384 | $6,469+168.7% | $5,602+210.3% | $6,400+171.6% |
| Admin fee / account holder | $59,551 | $13,584+338.4% | $10,323+476.9% | $11,426+421.2% |