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 | $155,164 | $142,344+9.0% | $119,609+29.7% | $134,475+15.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.55% | -12.44%-3.1pp | -14.97%-0.6pp | 417.96%-433.5pp |
| Employer contribution / active EE | $4,894 | $5,222-6.3% | $4,232+15.7% | $4,740+3.3% |
| Participant deferral / active EE | $8,823 | $6,469+36.4% | $5,602+57.5% | $6,400+37.9% |
| Admin fee / account holder | $3,800 | $13,584-72.0% | $10,323-63.2% | $11,426-66.7% |