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 | $12,951 | $27,641-53.1% | $61,373-78.9% | $68,494-81.1% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | -12.95% | -13.24%+0.3pp | 338.61%-351.6pp | -7.84%-5.1pp |
| Employer contribution / active EE | $1,445 | $695+107.8% | $1,159+24.6% | $2,596-44.3% |
| Participant deferral / active EE | $2,495 | $1,263+97.6% | $2,125+17.4% | $4,027-38.0% |
| Admin fee / account holder | $797 | $2,010-60.4% | $2,130-62.6% | $5,403-85.3% |