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 | $214,588 | $142,344+50.8% | $119,609+79.4% | $134,475+59.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.79% | -12.44%-6.4pp | -14.97%-3.8pp | 417.96%-436.8pp |
| Employer contribution / active EE | $4,352 | $5,222-16.7% | $4,232+2.8% | $4,740-8.2% |
| Participant deferral / active EE | $11,767 | $6,469+81.9% | $5,602+110.0% | $6,400+83.9% |
| Admin fee / account holder | $637 | $13,584-95.3% | $10,323-93.8% | $11,426-94.4% |