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 | $169,291 | $142,344+18.9% | $119,609+41.5% | $134,475+25.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -10.61% | -12.44%+1.8pp | -14.97%+4.4pp | 417.96%-428.6pp |
| Employer contribution / active EE | $2,217 | $5,222-57.5% | $4,232-47.6% | $4,740-53.2% |
| Participant deferral / active EE | $6,130 | $6,469-5.3% | $5,602+9.4% | $6,400-4.2% |
| Admin fee / account holder | $2,232 | $13,584-83.6% | $10,323-78.4% | $11,426-80.5% |