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 | $29,319-79.4% | $52,425-88.5% | $82,448-92.7% |
| Participation rate | 90.2% | 46.9%+43.3pp | 55.6%+34.6pp | 68.1%+22.1pp |
| Annual return | 15.46% | 535.20%-519.7pp | 302.12%-286.7pp | 41.64%-26.2pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,803 | $1,171+54.0% | $1,790+0.7% | $4,139-56.4% |
| Admin fee / account holder | $989 | $1,962-49.6% | $2,495-60.3% | $7,234-86.3% |