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 | $5,863 | $30,400-80.7% | $53,898-89.1% | $84,808-93.1% |
| Participation rate | 74.5% | 46.4%+28.1pp | 55.0%+19.5pp | 68.3%+6.2pp |
| Annual return | 19.36% | 500.19%-480.8pp | 528.60%-509.2pp | 40.90%-21.5pp |
| Employer contribution / active EE | $946 | $603+57.0% | $932+1.5% | $2,631-64.0% |
| Participant deferral / active EE | $1,025 | $1,199-14.5% | $1,826-43.9% | $4,212-75.7% |
| Admin fee / account holder | $998 | $1,993-49.9% | $2,491-59.9% | $7,344-86.4% |