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 | $221,775 | $142,344+55.8% | $119,609+85.4% | $134,475+64.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.34% | -12.44%-2.9pp | -14.97%-0.4pp | 417.96%-433.3pp |
| Employer contribution / active EE | $4,325 | $5,222-17.2% | $4,232+2.2% | $4,740-8.7% |
| Participant deferral / active EE | $10,172 | $6,469+57.2% | $5,602+81.6% | $6,400+58.9% |
| Admin fee / account holder | $14,984 | $13,584+10.3% | $10,323+45.2% | $11,426+31.1% |