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 6-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 | $4,947 | $70,606-93.0% | $53,898-90.8% | $142,382-96.5% |
| Participation rate | 90.9% | 63.7%+27.2pp | 55.0%+35.9pp | 80.1%+10.8pp |
| Annual return | 18.98% | 619.81%-600.8pp | 528.60%-509.6pp | 217.08%-198.1pp |
| Employer contribution / active EE | $642 | $1,202-46.6% | $932-31.1% | $4,299-85.1% |
| Participant deferral / active EE | $1,072 | $2,364-54.6% | $1,826-41.3% | $6,507-83.5% |
| Admin fee / account holder | $779 | $2,852-72.7% | $2,491-68.7% | $12,624-93.8% |