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 | $173,263 | $142,344+21.7% | $119,609+44.9% | $134,475+28.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.75% | -12.44%-4.3pp | -14.97%-1.8pp | 417.96%-434.7pp |
| Employer contribution / active EE | $6,350 | $5,222+21.6% | $4,232+50.1% | $4,740+34.0% |
| Participant deferral / active EE | $18,872 | $6,469+191.7% | $5,602+236.9% | $6,400+194.9% |
| Admin fee / account holder | $995 | $13,584-92.7% | $10,323-90.4% | $11,426-91.3% |