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 | $138,771 | $175,600-21.0% | $129,110+7.5% | $134,475+3.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -19.34% | -11.39%-8.0pp | -10.94%-8.4pp | 417.96%-437.3pp |
| Employer contribution / active EE | $7,333 | $6,355+15.4% | $5,052+45.2% | $4,740+54.7% |
| Participant deferral / active EE | $12,510 | $7,975+56.9% | $6,542+91.2% | $6,400+95.5% |
| Admin fee / account holder | $29,611 | $23,567+25.6% | $14,302+107.0% | $11,426+159.2% |