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 | $12,999 | $30,400-57.2% | $53,898-75.9% | $84,808-84.7% |
| Participation rate | 92.0% | 46.4%+45.6pp | 55.0%+37.0pp | 68.3%+23.7pp |
| Annual return | 18.98% | 500.19%-481.2pp | 528.60%-509.6pp | 40.90%-21.9pp |
| Employer contribution / active EE | $1,016 | $603+68.5% | $932+9.0% | $2,631-61.4% |
| Participant deferral / active EE | $4,098 | $1,199+241.9% | $1,826+124.4% | $4,212-2.7% |
| Admin fee / account holder | $574 | $1,993-71.2% | $2,491-76.9% | $7,344-92.2% |