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 | $214,121 | $142,344+50.4% | $119,609+79.0% | $134,475+59.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -14.32% | -12.44%-1.9pp | -14.97%+0.6pp | 417.96%-432.3pp |
| Employer contribution / active EE | $4,733 | $5,222-9.4% | $4,232+11.8% | $4,740-0.1% |
| Participant deferral / active EE | $10,840 | $6,469+67.6% | $5,602+93.5% | $6,400+69.4% |
| Admin fee / account holder | $1,314 | $13,584-90.3% | $10,323-87.3% | $11,426-88.5% |