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 3-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 | $6,046 | $30,400-80.1% | $53,898-88.8% | $84,808-92.9% |
| Participation rate | 90.2% | 46.4%+43.8pp | 55.0%+35.2pp | 68.3%+21.9pp |
| Annual return | 15.46% | 500.19%-484.7pp | 528.60%-513.1pp | 40.90%-25.4pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,803 | $1,199+50.5% | $1,826-1.3% | $4,212-57.2% |
| Admin fee / account holder | $989 | $1,993-50.4% | $2,491-60.3% | $7,344-86.5% |