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 | $133,137 | $142,344-6.5% | $119,609+11.3% | $134,475-1.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.49% | -12.44%-4.1pp | -14.97%-1.5pp | 417.96%-434.5pp |
| Employer contribution / active EE | $11,444 | $5,222+119.1% | $4,232+170.4% | $4,740+141.4% |
| Participant deferral / active EE | $7,098 | $6,469+9.7% | $5,602+26.7% | $6,400+10.9% |
| Admin fee / account holder | $10,681 | $13,584-21.4% | $10,323+3.5% | $11,426-6.5% |