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 | $3,744 | $27,915-86.6% | $58,482-93.6% | $75,163-95.0% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 38.55% | 44.20%-5.7pp | 4239.32%-4200.8pp | 160.62%-122.1pp |
| Employer contribution / active EE | $1,803 | $669+169.4% | $1,053+71.1% | $2,670-32.5% |
| Participant deferral / active EE | $1,501 | $1,201+25.0% | $1,924-22.0% | $4,125-63.6% |
| Admin fee / account holder | $488 | $1,726-71.7% | $2,516-80.6% | $5,651-91.4% |