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 | $150,353 | $142,344+5.6% | $119,609+25.7% | $134,475+11.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.62% | -12.44%-6.2pp | -14.97%-3.6pp | 417.96%-436.6pp |
| Employer contribution / active EE | $4,588 | $5,222-12.1% | $4,232+8.4% | $4,740-3.2% |
| Participant deferral / active EE | $10,957 | $6,469+69.4% | $5,602+95.6% | $6,400+71.2% |
| Admin fee / account holder | $4,623 | $13,584-66.0% | $10,323-55.2% | $11,426-59.5% |