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 | $53,742 | $138,044-61.1% | $125,339-57.1% | $134,475-60.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.22% | 750.33%-759.5pp | 572.05%-581.3pp | 417.96%-427.2pp |
| Employer contribution / active EE | $18,205 | $5,243+247.2% | $4,814+278.2% | $4,740+284.1% |
| Participant deferral / active EE | $10,815 | $7,799+38.7% | $7,446+45.2% | $6,400+69.0% |
| Admin fee / account holder | $1,145 | $11,571-90.1% | $10,010-88.6% | $11,426-90.0% |