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 | $2,890 | $30,400-90.5% | $53,898-94.6% | $84,808-96.6% |
| Participation rate | 96.6% | 46.4%+50.1pp | 55.0%+41.6pp | 68.3%+28.2pp |
| Annual return | 19.72% | 500.19%-480.5pp | 528.60%-508.9pp | 40.90%-21.2pp |
| Employer contribution / active EE | $1,070 | $603+77.5% | $932+14.8% | $2,631-59.3% |
| Participant deferral / active EE | $1,977 | $1,199+64.9% | $1,826+8.2% | $4,212-53.1% |
| Admin fee / account holder | $383 | $1,993-80.8% | $2,491-84.6% | $7,344-94.8% |