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 | $237,235 | $142,344+66.7% | $119,609+98.3% | $134,475+76.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.21% | -12.44%-6.8pp | -14.97%-4.2pp | 417.96%-437.2pp |
| Employer contribution / active EE | $4,418 | $5,222-15.4% | $4,232+4.4% | $4,740-6.8% |
| Participant deferral / active EE | $5,859 | $6,469-9.4% | $5,602+4.6% | $6,400-8.5% |
| Admin fee / account holder | $9,702 | $13,584-28.6% | $10,323-6.0% | $11,426-15.1% |