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 | $208,796 | $142,344+46.7% | $119,609+74.6% | $134,475+55.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.46% | -12.44%-3.0pp | -14.97%-0.5pp | 417.96%-433.4pp |
| Employer contribution / active EE | $6,418 | $5,222+22.9% | $4,232+51.7% | $4,740+35.4% |
| Participant deferral / active EE | $15,569 | $6,469+140.7% | $5,602+177.9% | $6,400+143.3% |
| Admin fee / account holder | $1,043 | $13,584-92.3% | $10,323-89.9% | $11,426-90.9% |