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 9-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 | $142,543 | $73,867+93.0% | $143,757-0.8% | $68,494+108.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -18.20% | 1.01%-19.2pp | -0.04%-18.2pp | -7.84%-10.4pp |
| Employer contribution / active EE | $8,473 | $3,184+166.1% | $4,951+71.1% | $2,596+226.4% |
| Participant deferral / active EE | $15,958 | $3,384+371.5% | $5,637+183.1% | $4,027+296.3% |
| Admin fee / account holder | $962 | $5,755-83.3% | $14,673-93.4% | $5,403-82.2% |