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 | $186,211 | $142,344+30.8% | $119,609+55.7% | $134,475+38.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.69% | -12.44%-5.3pp | -14.97%-2.7pp | 417.96%-435.7pp |
| Employer contribution / active EE | $2,274 | $5,222-56.4% | $4,232-46.3% | $4,740-52.0% |
| Participant deferral / active EE | $7,181 | $6,469+11.0% | $5,602+28.2% | $6,400+12.2% |
| Admin fee / account holder | $22,644 | $13,584+66.7% | $10,323+119.3% | $11,426+98.2% |