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 | $221,061 | $142,344+55.3% | $119,609+84.8% | $134,475+64.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -8.27% | -12.44%+4.2pp | -14.97%+6.7pp | 417.96%-426.2pp |
| Employer contribution / active EE | $3,885 | $5,222-25.6% | $4,232-8.2% | $4,740-18.0% |
| Participant deferral / active EE | $7,220 | $6,469+11.6% | $5,602+28.9% | $6,400+12.8% |
| Admin fee / account holder | $2,438 | $13,584-82.1% | $10,323-76.4% | $11,426-78.7% |