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 | $145,670 | $142,344+2.3% | $119,609+21.8% | $134,475+8.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.35% | -12.44%-3.9pp | -14.97%-1.4pp | 417.96%-434.3pp |
| Employer contribution / active EE | $2,227 | $5,222-57.4% | $4,232-47.4% | $4,740-53.0% |
| Participant deferral / active EE | $7,199 | $6,469+11.3% | $5,602+28.5% | $6,400+12.5% |
| Admin fee / account holder | $966 | $13,584-92.9% | $10,323-90.6% | $11,426-91.5% |