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 | $92,772 | $167,307-44.6% | $143,757-35.5% | $134,475-31.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 0.00% | 0.46%-0.5pp | -0.04%0pp | 417.96%-418.0pp |
| Employer contribution / active EE | $8,559 | $5,619+52.3% | $4,951+72.9% | $4,740+80.6% |
| Participant deferral / active EE | $5,194 | $6,446-19.4% | $5,637-7.9% | $6,400-18.8% |
| Admin fee / account holder | $303 | $18,088-98.3% | $14,673-97.9% | $11,426-97.3% |