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 5-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 | $192,395 | $142,344+35.2% | $119,609+60.9% | $134,475+43.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.87% | -12.44%-5.4pp | -14.97%-2.9pp | 417.96%-435.8pp |
| Employer contribution / active EE | $5,211 | $5,222-0.2% | $4,232+23.1% | $4,740+9.9% |
| Participant deferral / active EE | $13,008 | $6,469+101.1% | $5,602+132.2% | $6,400+103.3% |
| Admin fee / account holder | $9,200 | $13,584-32.3% | $10,323-10.9% | $11,426-19.5% |