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 | $147,145 | $167,307-12.1% | $143,757+2.4% | $134,475+9.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -5.69% | 0.46%-6.2pp | -0.04%-5.7pp | 417.96%-423.7pp |
| Employer contribution / active EE | $4,240 | $5,619-24.5% | $4,951-14.4% | $4,740-10.5% |
| Participant deferral / active EE | $5,945 | $6,446-7.8% | $5,637+5.5% | $6,400-7.1% |
| Admin fee / account holder | $19,691 | $18,088+8.9% | $14,673+34.2% | $11,426+72.3% |