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 | $198,216 | $142,344+39.3% | $119,609+65.7% | $134,475+47.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.88% | -12.44%-4.4pp | -14.97%-1.9pp | 417.96%-434.8pp |
| Employer contribution / active EE | $5,147 | $5,222-1.4% | $4,232+21.6% | $4,740+8.6% |
| Participant deferral / active EE | $5,438 | $6,469-15.9% | $5,602-2.9% | $6,400-15.0% |
| Admin fee / account holder | $1,476 | $13,584-89.1% | $10,323-85.7% | $11,426-87.1% |