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 5-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 | $4,733 | $81,625-94.2% | $58,482-91.9% | $139,434-96.6% |
| Participation rate | 90.9% | 61.3%+29.6pp | 50.9%+40.1pp | 80.3%+10.6pp |
| Annual return | 23.02% | 7404.20%-7381.2pp | 4239.32%-4216.3pp | 372.94%-349.9pp |
| Employer contribution / active EE | $958 | $1,398-31.5% | $1,053-9.1% | $4,751-79.8% |
| Participant deferral / active EE | $1,697 | $2,557-33.6% | $1,924-11.8% | $6,710-74.7% |
| Admin fee / account holder | $420 | $3,265-87.1% | $2,516-83.3% | $11,403-96.3% |