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 | $7,787 | $70,606-89.0% | $53,898-85.6% | $142,382-94.5% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 21.48% | 619.81%-598.3pp | 528.60%-507.1pp | 217.08%-195.6pp |
| Employer contribution / active EE | $1,579 | $1,202+31.4% | $932+69.4% | $4,299-63.3% |
| Participant deferral / active EE | $2,134 | $2,364-9.7% | $1,826+16.8% | $6,507-67.2% |
| Admin fee / account holder | $845 | $2,852-70.4% | $2,491-66.1% | $12,624-93.3% |