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 6-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 | $14,920 | $27,641-46.0% | $61,373-75.7% | $68,494-78.2% |
| Participation rate | 97.6% | 39.5%+58.1pp | 52.6%+45.0pp | 67.9%+29.7pp |
| Annual return | -13.60% | -13.24%-0.4pp | 338.61%-352.2pp | -7.84%-5.8pp |
| Employer contribution / active EE | $3,633 | $695+422.3% | $1,159+213.3% | $2,596+39.9% |
| Participant deferral / active EE | $3,231 | $1,263+155.8% | $2,125+52.0% | $4,027-19.8% |
| Admin fee / account holder | $737 | $2,010-63.4% | $2,130-65.4% | $5,403-86.4% |