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 10-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 | $115,993 | $27,641+319.6% | $61,373+89.0% | $68,494+69.3% |
| Participation rate | 75.0% | 39.5%+35.5pp | 52.6%+22.4pp | 67.9%+7.1pp |
| Annual return | -13.55% | -13.24%-0.3pp | 338.61%-352.2pp | -7.84%-5.7pp |
| Employer contribution / active EE | $239 | $695-65.7% | $1,159-79.4% | $2,596-90.8% |
| Participant deferral / active EE | $920 | $1,263-27.2% | $2,125-56.7% | $4,027-77.2% |
| Admin fee / account holder | $11,958 | $2,010+494.9% | $2,130+461.5% | $5,403+121.3% |