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 6-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 | $3,179 | $27,641-88.5% | $61,373-94.8% | $68,494-95.4% |
| Participation rate | 96.4% | 39.5%+56.9pp | 52.6%+43.9pp | 67.9%+28.5pp |
| Annual return | -19.33% | -13.24%-6.1pp | 338.61%-357.9pp | -7.84%-11.5pp |
| Employer contribution / active EE | $1,200 | $695+72.5% | $1,159+3.5% | $2,596-53.8% |
| Participant deferral / active EE | $1,499 | $1,263+18.7% | $2,125-29.5% | $4,027-62.8% |
| Admin fee / account holder | $422 | $2,010-79.0% | $2,130-80.2% | $5,403-92.2% |