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 | $216,864 | $142,344+52.4% | $119,609+81.3% | $134,475+61.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.90% | -12.44%-3.5pp | -14.97%-0.9pp | 417.96%-433.9pp |
| Employer contribution / active EE | $13,620 | $5,222+160.8% | $4,232+221.8% | $4,740+187.4% |
| Participant deferral / active EE | $10,764 | $6,469+66.4% | $5,602+92.1% | $6,400+68.2% |
| Admin fee / account holder | $427 | $13,584-96.9% | $10,323-95.9% | $11,426-96.3% |