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 7-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 | $13,392 | $27,641-51.6% | $61,373-78.2% | $68,494-80.4% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | -11.24% | -13.24%+2.0pp | 338.61%-349.9pp | -7.84%-3.4pp |
| Employer contribution / active EE | $3,127 | $695+349.6% | $1,159+169.7% | $2,596+20.4% |
| Participant deferral / active EE | $2,110 | $1,263+67.0% | $2,125-0.7% | $4,027-47.6% |
| Admin fee / account holder | $904 | $2,010-55.0% | $2,130-57.6% | $5,403-83.3% |