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 | $223,633 | $142,344+57.1% | $119,609+87.0% | $134,475+66.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.55% | -12.44%-7.1pp | -14.97%-4.6pp | 417.96%-437.5pp |
| Employer contribution / active EE | $19,667 | $5,222+276.6% | $4,232+364.7% | $4,740+314.9% |
| Participant deferral / active EE | $10,566 | $6,469+63.3% | $5,602+88.6% | $6,400+65.1% |
| Admin fee / account holder | $1,554 | $13,584-88.6% | $10,323-85.0% | $11,426-86.4% |