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 5-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 | $20,213 | $27,641-26.9% | $61,373-67.1% | $68,494-70.5% |
| Participation rate | 96.2% | 39.5%+56.7pp | 52.6%+43.6pp | 67.9%+28.3pp |
| Annual return | -12.47% | -13.24%+0.8pp | 338.61%-351.1pp | -7.84%-4.6pp |
| Employer contribution / active EE | $735 | $695+5.7% | $1,159-36.6% | $2,596-71.7% |
| Participant deferral / active EE | $2,498 | $1,263+97.8% | $2,125+17.6% | $4,027-38.0% |
| Admin fee / account holder | $371 | $2,010-81.5% | $2,130-82.6% | $5,403-93.1% |