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 3-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 | $89,775 | $63,764+40.8% | $81,930+9.6% | $79,858+12.4% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 0.00% | 22.66%-22.7pp | 29.49%-29.5pp | 31.71%-31.7pp |
| Employer contribution / active EE | $6,375 | $1,795+255.1% | $4,310+47.9% | $2,471+158.0% |
| Participant deferral / active EE | $4,015 | $2,780+44.4% | $7,107-43.5% | $3,740+7.3% |
| Admin fee / account holder | $645 | $4,426-85.4% | $5,158-87.5% | $5,306-87.8% |