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 | $196,032 | $142,344+37.7% | $119,609+63.9% | $134,475+45.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.74% | -12.44%-3.3pp | -14.97%-0.8pp | 417.96%-433.7pp |
| Employer contribution / active EE | $5,465 | $5,222+4.6% | $4,232+29.1% | $4,740+15.3% |
| Participant deferral / active EE | $13,039 | $6,469+101.5% | $5,602+132.7% | $6,400+103.7% |
| Admin fee / account holder | $19,063 | $13,584+40.3% | $10,323+84.7% | $11,426+66.8% |