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 | $151,860 | $142,344+6.7% | $119,609+27.0% | $134,475+12.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.73% | -12.44%-3.3pp | -14.97%-0.8pp | 417.96%-433.7pp |
| Employer contribution / active EE | $1,981 | $5,222-62.1% | $4,232-53.2% | $4,740-58.2% |
| Participant deferral / active EE | $4,480 | $6,469-30.7% | $5,602-20.0% | $6,400-30.0% |
| Admin fee / account holder | $4,425 | $13,584-67.4% | $10,323-57.1% | $11,426-61.3% |