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 9-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 | $20,747 | $27,641-24.9% | $61,373-66.2% | $68,494-69.7% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | -18.05% | -13.24%-4.8pp | 338.61%-356.7pp | -7.84%-10.2pp |
| Employer contribution / active EE | $3,508 | $695+404.3% | $1,159+202.5% | $2,596+35.1% |
| Participant deferral / active EE | $2,656 | $1,263+110.2% | $2,125+25.0% | $4,027-34.1% |
| Admin fee / account holder | $706 | $2,010-64.9% | $2,130-66.9% | $5,403-86.9% |