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 10-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 | $13,763 | $54,350-74.7% | $82,719-83.4% | $68,494-79.9% |
| Participation rate | 97.7% | 63.9%+33.8pp | 72.6%+25.2pp | 67.9%+29.8pp |
| Annual return | -3.82% | -13.67%+9.9pp | 701.18%-705.0pp | -7.84%+4.0pp |
| Employer contribution / active EE | $455 | $2,218-79.5% | $3,009-84.9% | $2,596-82.5% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,395-100.0% | $4,027-100.0% |
| Admin fee / account holder | $498 | $4,395-88.7% | $5,329-90.7% | $5,403-90.8% |