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 6-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 | $39,690 | $99,640-60.2% | $86,436-54.1% | $134,475-70.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.29% | 6782.58%-6798.9pp | 4394.89%-4411.2pp | 417.96%-434.3pp |
| Employer contribution / active EE | $4,902 | $4,400+11.4% | $3,769+30.1% | $4,740+3.4% |
| Participant deferral / active EE | $10,607 | $7,246+46.4% | $6,952+52.6% | $6,400+65.7% |
| Admin fee / account holder | $818 | $8,371-90.2% | $6,731-87.9% | $11,426-92.8% |