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 | $155,844 | $142,344+9.5% | $119,609+30.3% | $134,475+15.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -13.12% | -12.44%-0.7pp | -14.97%+1.9pp | 417.96%-431.1pp |
| Employer contribution / active EE | $12,378 | $5,222+137.0% | $4,232+192.5% | $4,740+161.2% |
| Participant deferral / active EE | $6,396 | $6,469-1.1% | $5,602+14.2% | $6,400-0.1% |
| Admin fee / account holder | $3,720 | $13,584-72.6% | $10,323-64.0% | $11,426-67.4% |