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 | $99,933 | $138,044-27.6% | $125,339-20.3% | $134,475-25.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.00% | 750.33%-759.3pp | 572.05%-581.0pp | 417.96%-427.0pp |
| Employer contribution / active EE | $3,640 | $5,243-30.6% | $4,814-24.4% | $4,740-23.2% |
| Participant deferral / active EE | $10,225 | $7,799+31.1% | $7,446+37.3% | $6,400+59.8% |
| Admin fee / account holder | $1,592 | $11,571-86.2% | $10,010-84.1% | $11,426-86.1% |