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 | $144,975 | $142,344+1.8% | $119,609+21.2% | $134,475+7.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -10.18% | -12.44%+2.3pp | -14.97%+4.8pp | 417.96%-428.1pp |
| Employer contribution / active EE | $2,722 | $5,222-47.9% | $4,232-35.7% | $4,740-42.6% |
| Participant deferral / active EE | $13,587 | $6,469+110.0% | $5,602+142.5% | $6,400+112.3% |
| Admin fee / account holder | $378 | $13,584-97.2% | $10,323-96.3% | $11,426-96.7% |