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 | $146,626 | $142,344+3.0% | $119,609+22.6% | $134,475+9.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -0.01% | -12.44%+12.4pp | -14.97%+15.0pp | 417.96%-418.0pp |
| Employer contribution / active EE | $16,626 | $5,222+218.4% | $4,232+292.9% | $4,740+250.8% |
| Participant deferral / active EE | $8,606 | $6,469+33.0% | $5,602+53.6% | $6,400+34.5% |
| Admin fee / account holder | $12,803 | $13,584-5.7% | $10,323+24.0% | $11,426+12.1% |