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 | $209,578 | $142,344+47.2% | $119,609+75.2% | $134,475+55.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.95% | -12.44%-5.5pp | -14.97%-3.0pp | 417.96%-435.9pp |
| Employer contribution / active EE | $10,000 | $5,222+91.5% | $4,232+136.3% | $4,740+111.0% |
| Participant deferral / active EE | $11,272 | $6,469+74.2% | $5,602+101.2% | $6,400+76.1% |
| Admin fee / account holder | $13,196 | $13,584-2.9% | $10,323+27.8% | $11,426+15.5% |