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 | $71,931 | $190,805-62.3% | $159,960-55.0% | $134,475-46.5% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -19.18% | 552.23%-571.4pp | 408.60%-427.8pp | 417.96%-437.1pp |
| Employer contribution / active EE | $6,583 | $4,995+31.8% | $4,226+55.8% | $4,740+38.9% |
| Participant deferral / active EE | $10,365 | $6,923+49.7% | $6,182+67.6% | $6,400+62.0% |
| Admin fee / account holder | $789 | $10,471-92.5% | $8,698-90.9% | $11,426-93.1% |