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 | $1,428 | $70,606-98.0% | $53,898-97.4% | $142,382-99.0% |
| Participation rate | 83.3% | 63.7%+19.6pp | 55.0%+28.4pp | 80.1%+3.2pp |
| Annual return | 23.20% | 619.81%-596.6pp | 528.60%-505.4pp | 217.08%-193.9pp |
| Employer contribution / active EE | $614 | $1,202-48.9% | $932-34.1% | $4,299-85.7% |
| Participant deferral / active EE | $815 | $2,364-65.5% | $1,826-55.4% | $6,507-87.5% |
| Admin fee / account holder | $323 | $2,852-88.7% | $2,491-87.0% | $12,624-97.4% |