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 | $118,309 | $105,860+11.8% | $90,749+30.4% | $134,475-12.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -10.34% | -11.01%+0.7pp | -12.16%+1.8pp | 417.96%-428.3pp |
| Employer contribution / active EE | $7,692 | $3,462+122.2% | $2,921+163.4% | $4,740+62.3% |
| Participant deferral / active EE | $5,474 | $5,216+4.9% | $4,564+19.9% | $6,400-14.5% |
| Admin fee / account holder | $29,296 | $13,938+110.2% | $8,445+246.9% | $11,426+156.4% |