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 | $2,038 | $30,400-93.3% | $53,898-96.2% | $84,808-97.6% |
| Participation rate | 94.3% | 46.4%+47.8pp | 55.0%+39.3pp | 68.3%+26.0pp |
| Annual return | 18.42% | 500.19%-481.8pp | 528.60%-510.2pp | 40.90%-22.5pp |
| Employer contribution / active EE | $88 | $603-85.4% | $932-90.6% | $2,631-96.7% |
| Participant deferral / active EE | $407 | $1,199-66.1% | $1,826-77.7% | $4,212-90.3% |
| Admin fee / account holder | $436 | $1,993-78.1% | $2,491-82.5% | $7,344-94.1% |