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 5-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 | $4,797 | $27,915-82.8% | $58,482-91.8% | $75,163-93.6% |
| Participation rate | 96.4% | 38.8%+57.6pp | 50.9%+45.6pp | 67.2%+29.2pp |
| Annual return | 20.51% | 44.20%-23.7pp | 4239.32%-4218.8pp | 160.62%-140.1pp |
| Employer contribution / active EE | $627 | $669-6.3% | $1,053-40.5% | $2,670-76.5% |
| Participant deferral / active EE | $1,402 | $1,201+16.7% | $1,924-27.1% | $4,125-66.0% |
| Admin fee / account holder | $529 | $1,726-69.3% | $2,516-79.0% | $5,651-90.6% |