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 | $112,380 | $138,044-18.6% | $125,339-10.3% | $134,475-16.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.11% | 750.33%-763.4pp | 572.05%-585.2pp | 417.96%-431.1pp |
| Employer contribution / active EE | $2,778 | $5,243-47.0% | $4,814-42.3% | $4,740-41.4% |
| Participant deferral / active EE | $5,945 | $7,799-23.8% | $7,446-20.2% | $6,400-7.1% |
| Admin fee / account holder | $865 | $11,571-92.5% | $10,010-91.4% | $11,426-92.4% |