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 | $13,149 | $27,915-52.9% | $58,482-77.5% | $75,163-82.5% |
| Participation rate | 71.4% | 38.8%+32.6pp | 50.9%+20.6pp | 67.2%+4.2pp |
| Annual return | 42.67% | 44.20%-1.5pp | 4239.32%-4196.7pp | 160.62%-118.0pp |
| Employer contribution / active EE | $989 | $669+47.9% | $1,053-6.1% | $2,670-62.9% |
| Participant deferral / active EE | $4,114 | $1,201+242.5% | $1,924+113.9% | $4,125-0.3% |
| Admin fee / account holder | $348 | $1,726-79.9% | $2,516-86.2% | $5,651-93.8% |