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 | $11,515 | $27,641-58.3% | $61,373-81.2% | $68,494-83.2% |
| Participation rate | 96.9% | 39.5%+57.4pp | 52.6%+44.3pp | 67.9%+29.0pp |
| Annual return | -14.76% | -13.24%-1.5pp | 338.61%-353.4pp | -7.84%-6.9pp |
| Employer contribution / active EE | $3,232 | $695+364.7% | $1,159+178.7% | $2,596+24.5% |
| Participant deferral / active EE | $1,576 | $1,263+24.8% | $2,125-25.8% | $4,027-60.9% |
| Admin fee / account holder | $1,404 | $2,010-30.2% | $2,130-34.1% | $5,403-74.0% |