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 | $152,922 | $142,344+7.4% | $119,609+27.9% | $134,475+13.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.86% | -12.44%-4.4pp | -14.97%-1.9pp | 417.96%-434.8pp |
| Employer contribution / active EE | $3,749 | $5,222-28.2% | $4,232-11.4% | $4,740-20.9% |
| Participant deferral / active EE | $13,152 | $6,469+103.3% | $5,602+134.8% | $6,400+105.5% |
| Admin fee / account holder | $5,320 | $13,584-60.8% | $10,323-48.5% | $11,426-53.4% |