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 | $231,382 | $142,344+62.6% | $119,609+93.4% | $134,475+72.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.77% | -12.44%-4.3pp | -14.97%-1.8pp | 417.96%-434.7pp |
| Employer contribution / active EE | $5,735 | $5,222+9.8% | $4,232+35.5% | $4,740+21.0% |
| Participant deferral / active EE | $4,320 | $6,469-33.2% | $5,602-22.9% | $6,400-32.5% |
| Admin fee / account holder | $2,237 | $13,584-83.5% | $10,323-78.3% | $11,426-80.4% |