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 | $87,120 | $57,541+51.4% | $95,745-9.0% | $75,163+15.9% |
| Participation rate | 100.0% | 62.5%+37.5pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 0.00% | 34.93%-34.9pp | 28.35%-28.4pp | 160.62%-160.6pp |
| Employer contribution / active EE | $15,471 | $1,808+755.8% | $2,835+445.8% | $2,670+479.5% |
| Participant deferral / active EE | $0 | $3,074-100.0% | $4,245-100.0% | $4,125-100.0% |
| Admin fee / account holder | $9,779 | $4,099+138.6% | $5,678+72.2% | $5,651+73.1% |