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 | $196,556 | $142,344+38.1% | $119,609+64.3% | $134,475+46.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.80% | -12.44%-5.4pp | -14.97%-2.8pp | 417.96%-435.8pp |
| Employer contribution / active EE | $3,210 | $5,222-38.5% | $4,232-24.2% | $4,740-32.3% |
| Participant deferral / active EE | $8,000 | $6,469+23.7% | $5,602+42.8% | $6,400+25.0% |
| Admin fee / account holder | $1,241 | $13,584-90.9% | $10,323-88.0% | $11,426-89.1% |