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 | $21,941 | $27,641-20.6% | $61,373-64.2% | $68,494-68.0% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | -18.55% | -13.24%-5.3pp | 338.61%-357.2pp | -7.84%-10.7pp |
| Employer contribution / active EE | $1,139 | $695+63.7% | $1,159-1.8% | $2,596-56.1% |
| Participant deferral / active EE | $4,930 | $1,263+290.3% | $2,125+132.0% | $4,027+22.4% |
| Admin fee / account holder | $5,115 | $2,010+154.5% | $2,130+140.2% | $5,403-5.3% |