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 | $4,518 | $27,641-83.7% | $61,373-92.6% | $68,494-93.4% |
| Participation rate | 85.1% | 39.5%+45.6pp | 52.6%+32.5pp | 67.9%+17.2pp |
| Annual return | -15.22% | -13.24%-2.0pp | 338.61%-353.8pp | -7.84%-7.4pp |
| Employer contribution / active EE | $616 | $695-11.5% | $1,159-46.9% | $2,596-76.3% |
| Participant deferral / active EE | $1,502 | $1,263+18.9% | $2,125-29.3% | $4,027-62.7% |
| Admin fee / account holder | $352 | $2,010-82.5% | $2,130-83.5% | $5,403-93.5% |