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 | $87,278 | $138,044-36.8% | $125,339-30.4% | $134,475-35.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -4.43% | 750.33%-754.8pp | 572.05%-576.5pp | 417.96%-422.4pp |
| Employer contribution / active EE | $4,778 | $5,243-8.9% | $4,814-0.7% | $4,740+0.8% |
| Participant deferral / active EE | $9,279 | $7,799+19.0% | $7,446+24.6% | $6,400+45.0% |
| Admin fee / account holder | $906 | $11,571-92.2% | $10,010-90.9% | $11,426-92.1% |