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 | $213,222 | $102,553+107.9% | $151,611+40.6% | $66,914+218.6% |
| Participation rate | 99.1% | 85.5%+13.6pp | 87.5%+11.6pp | 69.8%+29.3pp |
| Annual return | 0.00% | -10.82%+10.8pp | 3.33%-3.3pp | 1.58%-1.6pp |
| Employer contribution / active EE | $25,158 | $4,180+501.8% | $6,166+308.0% | $2,544+888.8% |
| Participant deferral / active EE | $0 | $6,641-100.0% | $8,363-100.0% | $4,237-100.0% |
| Admin fee / account holder | $7,225 | $630+1047.2% | $11,616-37.8% | $593+1117.9% |