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 | $188,659 | $142,344+32.5% | $119,609+57.7% | $134,475+40.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.36% | -12.44%-3.9pp | -14.97%-1.4pp | 417.96%-434.3pp |
| Employer contribution / active EE | $5,366 | $5,222+2.8% | $4,232+26.8% | $4,740+13.2% |
| Participant deferral / active EE | $6,656 | $6,469+2.9% | $5,602+18.8% | $6,400+4.0% |
| Admin fee / account holder | $17,949 | $13,584+32.1% | $10,323+73.9% | $11,426+57.1% |