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 | $2,055 | $30,400-93.2% | $53,898-96.2% | $84,808-97.6% |
| Participation rate | 97.1% | 46.4%+50.6pp | 55.0%+42.1pp | 68.3%+28.7pp |
| Annual return | 16.56% | 500.19%-483.6pp | 528.60%-512.0pp | 40.90%-24.3pp |
| Employer contribution / active EE | $590 | $603-2.0% | $932-36.7% | $2,631-77.6% |
| Participant deferral / active EE | $661 | $1,199-44.8% | $1,826-63.8% | $4,212-84.3% |
| Admin fee / account holder | $423 | $1,993-78.8% | $2,491-83.0% | $7,344-94.2% |