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 | $29,319-93.0% | $52,425-96.1% | $82,448-97.5% |
| Participation rate | 97.1% | 46.9%+50.2pp | 55.6%+41.4pp | 68.1%+29.0pp |
| Annual return | 16.56% | 535.20%-518.6pp | 302.12%-285.6pp | 41.64%-25.1pp |
| Employer contribution / active EE | $590 | $586+0.7% | $914-35.4% | $2,551-76.9% |
| Participant deferral / active EE | $661 | $1,171-43.6% | $1,790-63.1% | $4,139-84.0% |
| Admin fee / account holder | $423 | $1,962-78.5% | $2,495-83.1% | $7,234-94.2% |