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 8-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 | $144,436 | $167,307-13.7% | $143,757+0.5% | $134,475+7.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -7.11% | 0.46%-7.6pp | -0.04%-7.1pp | 417.96%-425.1pp |
| Employer contribution / active EE | $27,929 | $5,619+397.0% | $4,951+464.1% | $4,740+489.3% |
| Participant deferral / active EE | $14,439 | $6,446+124.0% | $5,637+156.1% | $6,400+125.6% |
| Admin fee / account holder | $864 | $18,088-95.2% | $14,673-94.1% | $11,426-92.4% |