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 | $226,063 | $142,344+58.8% | $119,609+89.0% | $134,475+68.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -14.85% | -12.44%-2.4pp | -14.97%+0.1pp | 417.96%-432.8pp |
| Employer contribution / active EE | $2,986 | $5,222-42.8% | $4,232-29.4% | $4,740-37.0% |
| Participant deferral / active EE | $7,213 | $6,469+11.5% | $5,602+28.8% | $6,400+12.7% |
| Admin fee / account holder | $1,282 | $13,584-90.6% | $10,323-87.6% | $11,426-88.8% |