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 9-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 | $149,290 | $142,344+4.9% | $119,609+24.8% | $134,475+11.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.37% | -12.44%-4.9pp | -14.97%-2.4pp | 417.96%-435.3pp |
| Employer contribution / active EE | $3,868 | $5,222-25.9% | $4,232-8.6% | $4,740-18.4% |
| Participant deferral / active EE | $8,487 | $6,469+31.2% | $5,602+51.5% | $6,400+32.6% |
| Admin fee / account holder | $15,656 | $13,584+15.3% | $10,323+51.7% | $11,426+37.0% |