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 | $6,921 | $27,915-75.2% | $58,482-88.2% | $75,163-90.8% |
| Participation rate | 85.1% | 38.8%+46.3pp | 50.9%+34.3pp | 67.2%+17.9pp |
| Annual return | 30.91% | 44.20%-13.3pp | 4239.32%-4208.4pp | 160.62%-129.7pp |
| Employer contribution / active EE | $2,896 | $669+332.8% | $1,053+174.9% | $2,670+8.5% |
| Participant deferral / active EE | $1,991 | $1,201+65.7% | $1,924+3.5% | $4,125-51.7% |
| Admin fee / account holder | $302 | $1,726-82.5% | $2,516-88.0% | $5,651-94.7% |