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 | $153,930 | $142,344+8.1% | $119,609+28.7% | $134,475+14.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -7.97% | -12.44%+4.5pp | -14.97%+7.0pp | 417.96%-425.9pp |
| Employer contribution / active EE | $3,748 | $5,222-28.2% | $4,232-11.4% | $4,740-20.9% |
| Participant deferral / active EE | $6,933 | $6,469+7.2% | $5,602+23.8% | $6,400+8.3% |
| Admin fee / account holder | $1,641 | $13,584-87.9% | $10,323-84.1% | $11,426-85.6% |