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 | $215,811 | $142,344+51.6% | $119,609+80.4% | $134,475+60.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.12% | -12.44%-2.7pp | -14.97%-0.1pp | 417.96%-433.1pp |
| Employer contribution / active EE | $6,589 | $5,222+26.2% | $4,232+55.7% | $4,740+39.0% |
| Participant deferral / active EE | $11,701 | $6,469+80.9% | $5,602+108.9% | $6,400+82.8% |
| Admin fee / account holder | $8,782 | $13,584-35.3% | $10,323-14.9% | $11,426-23.1% |