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 8-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 | $208,678 | $142,344+46.6% | $119,609+74.5% | $134,475+55.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -12.51% | -12.44%-0.1pp | -14.97%+2.5pp | 417.96%-430.5pp |
| Employer contribution / active EE | $2,791 | $5,222-46.6% | $4,232-34.1% | $4,740-41.1% |
| Participant deferral / active EE | $12,649 | $6,469+95.5% | $5,602+125.8% | $6,400+97.6% |
| Admin fee / account holder | $1,127 | $13,584-91.7% | $10,323-89.1% | $11,426-90.1% |