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 7-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 | $11,934 | $27,641-56.8% | $61,373-80.6% | $68,494-82.6% |
| Participation rate | 76.5% | 39.5%+37.0pp | 52.6%+23.9pp | 67.9%+8.6pp |
| Annual return | -18.49% | -13.24%-5.3pp | 338.61%-357.1pp | -7.84%-10.6pp |
| Employer contribution / active EE | $2,158 | $695+210.2% | $1,159+86.1% | $2,596-16.9% |
| Participant deferral / active EE | $2,162 | $1,263+71.2% | $2,125+1.8% | $4,027-46.3% |
| Admin fee / account holder | $2,457 | $2,010+22.2% | $2,130+15.4% | $5,403-54.5% |