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 | $193,097 | $142,344+35.7% | $119,609+61.4% | $134,475+43.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.21% | -12.44%-4.8pp | -14.97%-2.2pp | 417.96%-435.2pp |
| Employer contribution / active EE | $6,522 | $5,222+24.9% | $4,232+54.1% | $4,740+37.6% |
| Participant deferral / active EE | $3,358 | $6,469-48.1% | $5,602-40.1% | $6,400-47.5% |
| Admin fee / account holder | $12,338 | $13,584-9.2% | $10,323+19.5% | $11,426+8.0% |