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 | $137,966 | $82,286+67.7% | $68,791+100.6% | $134,475+2.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | 0.00% | -2.19%+2.2pp | -6.38%+6.4pp | 417.96%-418.0pp |
| Employer contribution / active EE | $8,250 | $3,301+149.9% | $2,655+210.7% | $4,740+74.1% |
| Participant deferral / active EE | $6,000 | $4,739+26.6% | $3,941+52.2% | $6,400-6.2% |
| Admin fee / account holder | $337 | $6,481-94.8% | $4,932-93.2% | $11,426-97.1% |