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 | $30,400-77.4% | $53,898-87.3% | $84,808-91.9% |
| Participation rate | 92.5% | 46.4%+46.1pp | 55.0%+37.5pp | 68.3%+24.2pp |
| Annual return | 20.90% | 500.19%-479.3pp | 528.60%-507.7pp | 40.90%-20.0pp |
| Employer contribution / active EE | $195 | $603-67.6% | $932-79.0% | $2,631-92.6% |
| Participant deferral / active EE | $1,605 | $1,199+33.9% | $1,826-12.1% | $4,212-61.9% |
| Admin fee / account holder | $1,352 | $1,993-32.2% | $2,491-45.7% | $7,344-81.6% |