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 4-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 | $18,790 | $27,641-32.0% | $61,373-69.4% | $68,494-72.6% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | -13.86% | -13.24%-0.6pp | 338.61%-352.5pp | -7.84%-6.0pp |
| Employer contribution / active EE | $3,033 | $695+336.1% | $1,159+161.6% | $2,596+16.8% |
| Participant deferral / active EE | $2,215 | $1,263+75.3% | $2,125+4.2% | $4,027-45.0% |
| Admin fee / account holder | $1,165 | $2,010-42.1% | $2,130-45.3% | $5,403-78.4% |