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 | $10,994 | $27,641-60.2% | $61,373-82.1% | $68,494-83.9% |
| Participation rate | 93.9% | 39.5%+54.4pp | 52.6%+41.3pp | 67.9%+26.0pp |
| Annual return | -16.31% | -13.24%-3.1pp | 338.61%-354.9pp | -7.84%-8.5pp |
| Employer contribution / active EE | $1,123 | $695+61.5% | $1,159-3.1% | $2,596-56.7% |
| Participant deferral / active EE | $1,580 | $1,263+25.1% | $2,125-25.6% | $4,027-60.8% |
| Admin fee / account holder | $558 | $2,010-72.2% | $2,130-73.8% | $5,403-89.7% |