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 | $156,780 | $142,344+10.1% | $119,609+31.1% | $134,475+16.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -6.05% | -12.44%+6.4pp | -14.97%+8.9pp | 417.96%-424.0pp |
| Employer contribution / active EE | $15,279 | $5,222+192.6% | $4,232+261.0% | $4,740+222.4% |
| Participant deferral / active EE | $12,436 | $6,469+92.2% | $5,602+122.0% | $6,400+94.3% |
| Admin fee / account holder | $804 | $13,584-94.1% | $10,323-92.2% | $11,426-93.0% |