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 | $116,251 | $138,044-15.8% | $125,339-7.3% | $134,475-13.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.18% | 750.33%-764.5pp | 572.05%-586.2pp | 417.96%-432.1pp |
| Employer contribution / active EE | $3,580 | $5,243-31.7% | $4,814-25.6% | $4,740-24.5% |
| Participant deferral / active EE | $14,822 | $7,799+90.1% | $7,446+99.1% | $6,400+131.6% |
| Admin fee / account holder | $911 | $11,571-92.1% | $10,010-90.9% | $11,426-92.0% |