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 7-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 | $162,494 | $142,344+14.2% | $119,609+35.9% | $134,475+20.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -13.73% | -12.44%-1.3pp | -14.97%+1.2pp | 417.96%-431.7pp |
| Employer contribution / active EE | $8,593 | $5,222+64.6% | $4,232+103.1% | $4,740+81.3% |
| Participant deferral / active EE | $13,031 | $6,469+101.4% | $5,602+132.6% | $6,400+103.6% |
| Admin fee / account holder | $14,066 | $13,584+3.6% | $10,323+36.3% | $11,426+23.1% |