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 | $1,829 | $29,319-93.8% | $52,425-96.5% | $82,448-97.8% |
| Participation rate | 100.0% | 46.9%+53.1pp | 55.6%+44.4pp | 68.1%+31.9pp |
| Annual return | 21.45% | 535.20%-513.7pp | 302.12%-280.7pp | 41.64%-20.2pp |
| Employer contribution / active EE | $512 | $586-12.7% | $914-44.0% | $2,551-79.9% |
| Participant deferral / active EE | $693 | $1,171-40.9% | $1,790-61.3% | $4,139-83.3% |
| Admin fee / account holder | $447 | $1,962-77.2% | $2,495-82.1% | $7,234-93.8% |