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 | $188,708 | $142,344+32.6% | $119,609+57.8% | $134,475+40.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -13.56% | -12.44%-1.1pp | -14.97%+1.4pp | 417.96%-431.5pp |
| Employer contribution / active EE | $4,907 | $5,222-6.0% | $4,232+16.0% | $4,740+3.5% |
| Participant deferral / active EE | $12,810 | $6,469+98.0% | $5,602+128.7% | $6,400+100.2% |
| Admin fee / account holder | $81,672 | $13,584+501.2% | $10,323+691.1% | $11,426+614.8% |