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 | $155,584 | $142,344+9.3% | $119,609+30.1% | $134,475+15.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -9.49% | -12.44%+3.0pp | -14.97%+5.5pp | 417.96%-427.5pp |
| Employer contribution / active EE | $2,954 | $5,222-43.4% | $4,232-30.2% | $4,740-37.7% |
| Participant deferral / active EE | $9,090 | $6,469+40.5% | $5,602+62.3% | $6,400+42.0% |
| Admin fee / account holder | $441 | $13,584-96.8% | $10,323-95.7% | $11,426-96.1% |