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 | $6,291 | $29,660-78.8% | $56,411-88.8% | $80,856-92.2% |
| Participation rate | 91.1% | 41.6%+49.5pp | 52.5%+38.6pp | 67.6%+23.5pp |
| Annual return | 15.35% | 35.23%-19.9pp | 1701.33%-1686.0pp | 35.59%-20.2pp |
| Employer contribution / active EE | $1,104 | $669+64.9% | $1,039+6.3% | $2,755-59.9% |
| Participant deferral / active EE | $1,757 | $1,226+43.3% | $1,952-10.0% | $4,296-59.1% |
| Admin fee / account holder | $316 | $2,428-87.0% | $2,829-88.8% | $6,918-95.4% |