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 | $24,593 | $54,350-54.8% | $82,719-70.3% | $68,494-64.1% |
| Participation rate | 84.4% | 63.9%+20.5pp | 72.6%+11.9pp | 67.9%+16.6pp |
| Annual return | -16.37% | -13.67%-2.7pp | 701.18%-717.5pp | -7.84%-8.5pp |
| Employer contribution / active EE | $4,649 | $2,218+109.6% | $3,009+54.5% | $2,596+79.1% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,395-100.0% | $4,027-100.0% |
| Admin fee / account holder | $2,267 | $4,395-48.4% | $5,329-57.5% | $5,403-58.0% |