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 | $156,402 | $142,344+9.9% | $119,609+30.8% | $134,475+16.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -10.92% | -12.44%+1.5pp | -14.97%+4.0pp | 417.96%-428.9pp |
| Employer contribution / active EE | $15,729 | $5,222+201.2% | $4,232+271.7% | $4,740+231.9% |
| Participant deferral / active EE | $13,939 | $6,469+115.5% | $5,602+148.8% | $6,400+117.8% |
| Admin fee / account holder | $2,561 | $13,584-81.1% | $10,323-75.2% | $11,426-77.6% |