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 8-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 | $11,639 | $54,350-78.6% | $82,719-85.9% | $68,494-83.0% |
| Participation rate | 91.9% | 63.9%+28.0pp | 72.6%+19.3pp | 67.9%+24.0pp |
| Annual return | -8.90% | -13.67%+4.8pp | 701.18%-710.1pp | -7.84%-1.1pp |
| Employer contribution / active EE | $1,859 | $2,218-16.2% | $3,009-38.2% | $2,596-28.4% |
| Participant deferral / active EE | $1,936 | $3,246-40.4% | $4,395-56.0% | $4,027-51.9% |
| Admin fee / account holder | $14,475 | $4,395+229.3% | $5,329+171.6% | $5,403+167.9% |