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 | $130,548 | $142,344-8.3% | $119,609+9.1% | $134,475-2.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -14.78% | -12.44%-2.3pp | -14.97%+0.2pp | 417.96%-432.7pp |
| Employer contribution / active EE | $3,216 | $5,222-38.4% | $4,232-24.0% | $4,740-32.1% |
| Participant deferral / active EE | $10,201 | $6,469+57.7% | $5,602+82.1% | $6,400+59.4% |
| Admin fee / account holder | $8,309 | $13,584-38.8% | $10,323-19.5% | $11,426-27.3% |