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 | $18,597 | $30,400-38.8% | $53,898-65.5% | $84,808-78.1% |
| Participation rate | 95.5% | 46.4%+49.0pp | 55.0%+40.5pp | 68.3%+27.1pp |
| Annual return | 52.16% | 500.19%-448.0pp | 528.60%-476.4pp | 40.90%+11.3pp |
| Employer contribution / active EE | $890 | $603+47.7% | $932-4.5% | $2,631-66.2% |
| Participant deferral / active EE | $4,426 | $1,199+269.3% | $1,826+142.3% | $4,212+5.1% |
| Admin fee / account holder | $569 | $1,993-71.4% | $2,491-77.1% | $7,344-92.2% |