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 | $140,926 | $142,344-1.0% | $119,609+17.8% | $134,475+4.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -1.15% | -12.44%+11.3pp | -14.97%+13.8pp | 417.96%-419.1pp |
| Employer contribution / active EE | $11,105 | $5,222+112.7% | $4,232+162.4% | $4,740+134.3% |
| Participant deferral / active EE | $5,514 | $6,469-14.8% | $5,602-1.6% | $6,400-13.8% |
| Admin fee / account holder | $19,424 | $13,584+43.0% | $10,323+88.2% | $11,426+70.0% |