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 8-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 | $11,383 | $54,350-79.1% | $82,719-86.2% | $68,494-83.4% |
| Participation rate | 89.4% | 63.9%+25.5pp | 72.6%+16.8pp | 67.9%+21.5pp |
| Annual return | -17.59% | -13.67%-3.9pp | 701.18%-718.8pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,351 | $2,218-39.1% | $3,009-55.1% | $2,596-47.9% |
| Participant deferral / active EE | $4,122 | $3,246+27.0% | $4,395-6.2% | $4,027+2.4% |
| Admin fee / account holder | $1,816 | $4,395-58.7% | $5,329-65.9% | $5,403-66.4% |