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 4-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 | $67,087 | $84,695-20.8% | $73,843-9.1% | $125,391-46.5% |
| Participation rate | 95.0% | 76.8%+18.2pp | 73.4%+21.6pp | 83.2%+11.8pp |
| Annual return | -1.61% | 3123.53%-3125.1pp | 2267.84%-2269.5pp | 282.22%-283.8pp |
| Employer contribution / active EE | $12,885 | $3,123+312.6% | $2,787+362.3% | $4,866+164.8% |
| Participant deferral / active EE | $0 | $3,992-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $9,995 | $5,691+75.6% | $4,880+104.8% | $9,540+4.8% |