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 | $136,296 | $133,958+1.7% | $112,228+21.4% | $134,475+1.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.36% | 47.11%-67.5pp | 27.45%-47.8pp | 417.96%-438.3pp |
| Employer contribution / active EE | $12,418 | $4,038+207.5% | $3,635+241.7% | $4,740+162.0% |
| Participant deferral / active EE | $7,289 | $5,291+37.8% | $4,728+54.2% | $6,400+13.9% |
| Admin fee / account holder | $6,727 | $7,489-10.2% | $6,410+4.9% | $11,426-41.1% |