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 | $171,407 | $142,344+20.4% | $119,609+43.3% | $134,475+27.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.88% | -12.44%-7.4pp | -14.97%-4.9pp | 417.96%-437.8pp |
| Employer contribution / active EE | $9,341 | $5,222+78.9% | $4,232+120.7% | $4,740+97.1% |
| Participant deferral / active EE | $6,023 | $6,469-6.9% | $5,602+7.5% | $6,400-5.9% |
| Admin fee / account holder | $1,062 | $13,584-92.2% | $10,323-89.7% | $11,426-90.7% |