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 | $225,529 | $142,344+58.4% | $119,609+88.6% | $134,475+67.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -14.83% | -12.44%-2.4pp | -14.97%+0.1pp | 417.96%-432.8pp |
| Employer contribution / active EE | $6,915 | $5,222+32.4% | $4,232+63.4% | $4,740+45.9% |
| Participant deferral / active EE | $9,318 | $6,469+44.0% | $5,602+66.3% | $6,400+45.6% |
| Admin fee / account holder | $822 | $13,584-93.9% | $10,323-92.0% | $11,426-92.8% |