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 | $172,587 | $142,344+21.2% | $119,609+44.3% | $134,475+28.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -12.59% | -12.44%-0.1pp | -14.97%+2.4pp | 417.96%-430.6pp |
| Employer contribution / active EE | $4,302 | $5,222-17.6% | $4,232+1.7% | $4,740-9.2% |
| Participant deferral / active EE | $2,835 | $6,469-56.2% | $5,602-49.4% | $6,400-55.7% |
| Admin fee / account holder | $84,617 | $13,584+522.9% | $10,323+719.7% | $11,426+640.6% |