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 | $144,198 | $142,344+1.3% | $119,609+20.6% | $134,475+7.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -13.60% | -12.44%-1.2pp | -14.97%+1.4pp | 417.96%-431.6pp |
| Employer contribution / active EE | $6,786 | $5,222+29.9% | $4,232+60.3% | $4,740+43.2% |
| Participant deferral / active EE | $3,750 | $6,469-42.0% | $5,602-33.1% | $6,400-41.4% |
| Admin fee / account holder | $6,573 | $13,584-51.6% | $10,323-36.3% | $11,426-42.5% |