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 | $12,156 | $27,641-56.0% | $61,373-80.2% | $68,494-82.3% |
| Participation rate | 77.8% | 39.5%+38.3pp | 52.6%+25.2pp | 67.9%+9.9pp |
| Annual return | -20.76% | -13.24%-7.5pp | 338.61%-359.4pp | -7.84%-12.9pp |
| Employer contribution / active EE | $1,308 | $695+88.0% | $1,159+12.8% | $2,596-49.6% |
| Participant deferral / active EE | $1,426 | $1,263+12.9% | $2,125-32.9% | $4,027-64.6% |
| Admin fee / account holder | $621 | $2,010-69.1% | $2,130-70.8% | $5,403-88.5% |