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 | $4,329 | $27,641-84.3% | $61,373-92.9% | $68,494-93.7% |
| Participation rate | 88.0% | 39.5%+48.5pp | 52.6%+35.4pp | 67.9%+20.1pp |
| Annual return | 619.96% | -13.24%+633.2pp | 338.61%+281.4pp | -7.84%+627.8pp |
| Employer contribution / active EE | $634 | $695-8.9% | $1,159-45.3% | $2,596-75.6% |
| Participant deferral / active EE | $870 | $1,263-31.1% | $2,125-59.0% | $4,027-78.4% |
| Admin fee / account holder | $369 | $2,010-81.6% | $2,130-82.7% | $5,403-93.2% |