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 | $9,658 | $27,641-65.1% | $61,373-84.3% | $68,494-85.9% |
| Participation rate | 74.1% | 39.5%+34.6pp | 52.6%+21.5pp | 67.9%+6.2pp |
| Annual return | -16.73% | -13.24%-3.5pp | 338.61%-355.3pp | -7.84%-8.9pp |
| Employer contribution / active EE | $827 | $695+18.9% | $1,159-28.7% | $2,596-68.2% |
| Participant deferral / active EE | $2,114 | $1,263+67.4% | $2,125-0.5% | $4,027-47.5% |
| Admin fee / account holder | $640 | $2,010-68.1% | $2,130-69.9% | $5,403-88.1% |