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 9-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 | $19,496 | $54,350-64.1% | $82,719-76.4% | $68,494-71.5% |
| Participation rate | 94.6% | 63.9%+30.7pp | 72.6%+22.0pp | 67.9%+26.7pp |
| Annual return | -14.55% | -13.67%-0.9pp | 701.18%-715.7pp | -7.84%-6.7pp |
| Employer contribution / active EE | $1,095 | $2,218-50.6% | $3,009-63.6% | $2,596-57.8% |
| Participant deferral / active EE | $5,421 | $3,246+67.0% | $4,395+23.3% | $4,027+34.6% |
| Admin fee / account holder | $3,872 | $4,395-11.9% | $5,329-27.3% | $5,403-28.3% |