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 | $184,352 | $142,344+29.5% | $119,609+54.1% | $134,475+37.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.44% | -12.44%-4.0pp | -14.97%-1.5pp | 417.96%-434.4pp |
| Employer contribution / active EE | $3,612 | $5,222-30.8% | $4,232-14.7% | $4,740-23.8% |
| Participant deferral / active EE | $6,660 | $6,469+2.9% | $5,602+18.9% | $6,400+4.1% |
| Admin fee / account holder | $27,324 | $13,584+101.1% | $10,323+164.7% | $11,426+139.1% |