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 | $165,575 | $142,344+16.3% | $119,609+38.4% | $134,475+23.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.41% | -12.44%-4.0pp | -14.97%-1.4pp | 417.96%-434.4pp |
| Employer contribution / active EE | $3,721 | $5,222-28.7% | $4,232-12.1% | $4,740-21.5% |
| Participant deferral / active EE | $9,237 | $6,469+42.8% | $5,602+64.9% | $6,400+44.3% |
| Admin fee / account holder | $1,759 | $13,584-87.1% | $10,323-83.0% | $11,426-84.6% |