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 10-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 | $221,167 | $158,817+39.3% | $121,196+82.5% | $135,375+63.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -0.34% | -0.64%+0.3pp | 16.93%-17.3pp | 519.73%-520.1pp |
| Employer contribution / active EE | $358 | $5,665-93.7% | $4,022-91.1% | $4,779-92.5% |
| Participant deferral / active EE | $24,500 | $4,005+511.8% | $3,344+632.5% | $5,609+336.8% |
| Admin fee / account holder | $1,179 | $6,512-81.9% | $5,019-76.5% | $10,827-89.1% |