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 | $148,733 | $142,344+4.5% | $119,609+24.4% | $134,475+10.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.99% | -12.44%-6.6pp | -14.97%-4.0pp | 417.96%-437.0pp |
| Employer contribution / active EE | $12,211 | $5,222+133.8% | $4,232+188.6% | $4,740+157.6% |
| Participant deferral / active EE | $6,064 | $6,469-6.3% | $5,602+8.2% | $6,400-5.2% |
| Admin fee / account holder | $1,239 | $13,584-90.9% | $10,323-88.0% | $11,426-89.2% |