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 | $130,941 | $129,942+0.8% | $104,294+25.5% | $134,475-2.6% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -11.68% | 42.03%-53.7pp | 24.61%-36.3pp | 417.96%-429.6pp |
| Employer contribution / active EE | $4,166 | $4,184-0.4% | $3,372+23.6% | $4,740-12.1% |
| Participant deferral / active EE | $11,658 | $5,588+108.6% | $4,625+152.1% | $6,400+82.2% |
| Admin fee / account holder | $2,989 | $9,323-67.9% | $7,339-59.3% | $11,426-73.8% |