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 | $165,370 | $142,344+16.2% | $119,609+38.3% | $134,475+23.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -12.80% | -12.44%-0.4pp | -14.97%+2.2pp | 417.96%-430.8pp |
| Employer contribution / active EE | $3,929 | $5,222-24.8% | $4,232-7.2% | $4,740-17.1% |
| Participant deferral / active EE | $8,428 | $6,469+30.3% | $5,602+50.4% | $6,400+31.7% |
| Admin fee / account holder | $1,706 | $13,584-87.4% | $10,323-83.5% | $11,426-85.1% |