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 | $187,879 | $142,344+32.0% | $119,609+57.1% | $134,475+39.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.61% | -12.44%-4.2pp | -14.97%-1.6pp | 417.96%-434.6pp |
| Employer contribution / active EE | $9,390 | $5,222+79.8% | $4,232+121.9% | $4,740+98.1% |
| Participant deferral / active EE | $7,914 | $6,469+22.3% | $5,602+41.3% | $6,400+23.7% |
| Admin fee / account holder | $7,755 | $13,584-42.9% | $10,323-24.9% | $11,426-32.1% |