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 | $73,167 | $190,805-61.7% | $159,960-54.3% | $134,475-45.6% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 6.72% | 552.23%-545.5pp | 408.60%-401.9pp | 417.96%-411.2pp |
| Employer contribution / active EE | $15,339 | $4,995+207.1% | $4,226+263.0% | $4,740+223.6% |
| Participant deferral / active EE | $27,681 | $6,923+299.8% | $6,182+347.7% | $6,400+332.5% |
| Admin fee / account holder | $58,175 | $10,471+455.6% | $8,698+568.9% | $11,426+409.2% |