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 8-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 | $23,245 | $27,641-15.9% | $61,373-62.1% | $68,494-66.1% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | -13.63% | -13.24%-0.4pp | 338.61%-352.2pp | -7.84%-5.8pp |
| Employer contribution / active EE | $3,648 | $695+424.5% | $1,159+214.6% | $2,596+40.5% |
| Participant deferral / active EE | $3,328 | $1,263+163.4% | $2,125+56.6% | $4,027-17.4% |
| Admin fee / account holder | $499 | $2,010-75.2% | $2,130-76.6% | $5,403-90.8% |