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 5-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 | $4,201 | $27,641-84.8% | $61,373-93.2% | $68,494-93.9% |
| Participation rate | 89.1% | 39.5%+49.6pp | 52.6%+36.6pp | 67.9%+21.2pp |
| Annual return | -19.06% | -13.24%-5.8pp | 338.61%-357.7pp | -7.84%-11.2pp |
| Employer contribution / active EE | $853 | $695+22.6% | $1,159-26.5% | $2,596-67.2% |
| Participant deferral / active EE | $1,597 | $1,263+26.4% | $2,125-24.9% | $4,027-60.4% |
| Admin fee / account holder | $719 | $2,010-64.2% | $2,130-66.3% | $5,403-86.7% |