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 8-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 | $87,910 | $211,958-58.5% | $169,463-48.1% | $135,375-35.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 0.00% | 3.26%-3.3pp | 1.83%-1.8pp | 519.73%-519.7pp |
| Employer contribution / active EE | $19,718 | $5,120+285.1% | $4,159+374.1% | $4,779+312.6% |
| Participant deferral / active EE | $15,438 | $6,075+154.1% | $5,277+192.6% | $5,609+175.2% |
| Admin fee / account holder | $853 | $11,471-92.6% | $9,109-90.6% | $10,827-92.1% |