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 | $192,187 | $142,344+35.0% | $119,609+60.7% | $134,475+42.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.25% | -12.44%-3.8pp | -14.97%-1.3pp | 417.96%-434.2pp |
| Employer contribution / active EE | $5,439 | $5,222+4.1% | $4,232+28.5% | $4,740+14.7% |
| Participant deferral / active EE | $11,134 | $6,469+72.1% | $5,602+98.7% | $6,400+74.0% |
| Admin fee / account holder | $10,101 | $13,584-25.6% | $10,323-2.2% | $11,426-11.6% |