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 | $4,199 | $29,319-85.7% | $52,425-92.0% | $82,448-94.9% |
| Participation rate | 79.5% | 46.9%+32.7pp | 55.6%+23.9pp | 68.1%+11.5pp |
| Annual return | 16.90% | 535.20%-518.3pp | 302.12%-285.2pp | 41.64%-24.7pp |
| Employer contribution / active EE | $309 | $586-47.4% | $914-66.2% | $2,551-87.9% |
| Participant deferral / active EE | $736 | $1,171-37.1% | $1,790-58.9% | $4,139-82.2% |
| Admin fee / account holder | $534 | $1,962-72.8% | $2,495-78.6% | $7,234-92.6% |