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 | $6,859 | $29,319-76.6% | $52,425-86.9% | $82,448-91.7% |
| Participation rate | 92.5% | 46.9%+45.6pp | 55.6%+36.9pp | 68.1%+24.4pp |
| Annual return | 20.90% | 535.20%-514.3pp | 302.12%-281.2pp | 41.64%-20.7pp |
| Employer contribution / active EE | $195 | $586-66.7% | $914-78.6% | $2,551-92.3% |
| Participant deferral / active EE | $1,605 | $1,171+37.0% | $1,790-10.4% | $4,139-61.2% |
| Admin fee / account holder | $1,352 | $1,962-31.1% | $2,495-45.8% | $7,234-81.3% |