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 | $5,944 | $27,915-78.7% | $58,482-89.8% | $75,163-92.1% |
| Participation rate | 96.2% | 38.8%+57.3pp | 50.9%+45.3pp | 67.2%+29.0pp |
| Annual return | 29.53% | 44.20%-14.7pp | 4239.32%-4209.8pp | 160.62%-131.1pp |
| Employer contribution / active EE | $857 | $669+28.1% | $1,053-18.6% | $2,670-67.9% |
| Participant deferral / active EE | $3,636 | $1,201+202.6% | $1,924+89.0% | $4,125-11.9% |
| Admin fee / account holder | $350 | $1,726-79.7% | $2,516-86.1% | $5,651-93.8% |