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 | $161,103 | $142,344+13.2% | $119,609+34.7% | $134,475+19.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.51% | -12.44%-5.1pp | -14.97%-2.5pp | 417.96%-435.5pp |
| Employer contribution / active EE | $3,439 | $5,222-34.1% | $4,232-18.7% | $4,740-27.4% |
| Participant deferral / active EE | $10,323 | $6,469+59.6% | $5,602+84.3% | $6,400+61.3% |
| Admin fee / account holder | $88,150 | $13,584+548.9% | $10,323+753.9% | $11,426+671.5% |