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 | $182,607 | $142,344+28.3% | $119,609+52.7% | $134,475+35.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -12.12% | -12.44%+0.3pp | -14.97%+2.8pp | 417.96%-430.1pp |
| Employer contribution / active EE | $5,841 | $5,222+11.8% | $4,232+38.0% | $4,740+23.2% |
| Participant deferral / active EE | $3,834 | $6,469-40.7% | $5,602-31.6% | $6,400-40.1% |
| Admin fee / account holder | $3,150 | $13,584-76.8% | $10,323-69.5% | $11,426-72.4% |