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 | $15,286 | $27,641-44.7% | $61,373-75.1% | $68,494-77.7% |
| Participation rate | 91.8% | 39.5%+52.3pp | 52.6%+39.2pp | 67.9%+23.9pp |
| Annual return | -19.75% | -13.24%-6.5pp | 338.61%-358.4pp | -7.84%-11.9pp |
| Employer contribution / active EE | $1,165 | $695+67.5% | $1,159+0.5% | $2,596-55.1% |
| Participant deferral / active EE | $1,627 | $1,263+28.8% | $2,125-23.4% | $4,027-59.6% |
| Admin fee / account holder | $1,068 | $2,010-46.9% | $2,130-49.9% | $5,403-80.2% |