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 | $189,546 | $142,344+33.2% | $119,609+58.5% | $134,475+41.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.44% | -12.44%-6.0pp | -14.97%-3.5pp | 417.96%-436.4pp |
| Employer contribution / active EE | $5,362 | $5,222+2.7% | $4,232+26.7% | $4,740+13.1% |
| Participant deferral / active EE | $14,250 | $6,469+120.3% | $5,602+154.4% | $6,400+122.7% |
| Admin fee / account holder | $1,949 | $13,584-85.7% | $10,323-81.1% | $11,426-82.9% |