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 | $11,545 | $27,641-58.2% | $61,373-81.2% | $68,494-83.1% |
| Participation rate | 73.8% | 39.5%+34.3pp | 52.6%+21.2pp | 67.9%+5.9pp |
| Annual return | -17.11% | -13.24%-3.9pp | 338.61%-355.7pp | -7.84%-9.3pp |
| Employer contribution / active EE | $1,072 | $695+54.1% | $1,159-7.6% | $2,596-58.7% |
| Participant deferral / active EE | $1,230 | $1,263-2.6% | $2,125-42.1% | $4,027-69.5% |
| Admin fee / account holder | $706 | $2,010-64.9% | $2,130-66.8% | $5,403-86.9% |