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 | $194,359 | $142,344+36.5% | $119,609+62.5% | $134,475+44.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.21% | -12.44%-4.8pp | -14.97%-2.2pp | 417.96%-435.2pp |
| Employer contribution / active EE | $14,710 | $5,222+181.7% | $4,232+247.6% | $4,740+210.4% |
| Participant deferral / active EE | $10,419 | $6,469+61.0% | $5,602+86.0% | $6,400+62.8% |
| Admin fee / account holder | $7,484 | $13,584-44.9% | $10,323-27.5% | $11,426-34.5% |