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 | $152,403 | $99,640+53.0% | $86,436+76.3% | $134,475+13.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.58% | 6782.58%-6795.2pp | 4394.89%-4407.5pp | 417.96%-430.5pp |
| Employer contribution / active EE | $9,895 | $4,400+124.9% | $3,769+162.6% | $4,740+108.8% |
| Participant deferral / active EE | $14,107 | $7,246+94.7% | $6,952+102.9% | $6,400+120.4% |
| Admin fee / account holder | $1,054 | $8,371-87.4% | $6,731-84.3% | $11,426-90.8% |