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 | $82,691 | $190,805-56.7% | $159,960-48.3% | $134,475-38.5% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -2.91% | 552.23%-555.1pp | 408.60%-411.5pp | 417.96%-420.9pp |
| Employer contribution / active EE | $28,772 | $4,995+476.0% | $4,226+580.9% | $4,740+507.1% |
| Participant deferral / active EE | $13,667 | $6,923+97.4% | $6,182+121.1% | $6,400+113.6% |
| Admin fee / account holder | $1,756 | $10,471-83.2% | $8,698-79.8% | $11,426-84.6% |