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 | $245,019 | $142,344+72.1% | $119,609+104.9% | $134,475+82.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -10.32% | -12.44%+2.1pp | -14.97%+4.7pp | 417.96%-428.3pp |
| Employer contribution / active EE | $5,602 | $5,222+7.3% | $4,232+32.4% | $4,740+18.2% |
| Participant deferral / active EE | $13,106 | $6,469+102.6% | $5,602+133.9% | $6,400+104.8% |
| Admin fee / account holder | $5,289 | $13,584-61.1% | $10,323-48.8% | $11,426-53.7% |