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 | $156,596 | $142,344+10.0% | $119,609+30.9% | $134,475+16.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -14.79% | -12.44%-2.4pp | -14.97%+0.2pp | 417.96%-432.8pp |
| Employer contribution / active EE | $2,308 | $5,222-55.8% | $4,232-45.5% | $4,740-51.3% |
| Participant deferral / active EE | $5,987 | $6,469-7.5% | $5,602+6.9% | $6,400-6.4% |
| Admin fee / account holder | $24,674 | $13,584+81.6% | $10,323+139.0% | $11,426+115.9% |