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 6-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 | $6,137 | $81,625-92.5% | $58,482-89.5% | $139,434-95.6% |
| Participation rate | 93.8% | 61.3%+32.4pp | 50.9%+42.9pp | 80.3%+13.4pp |
| Annual return | 12.64% | 7404.20%-7391.6pp | 4239.32%-4226.7pp | 372.94%-360.3pp |
| Employer contribution / active EE | $1,019 | $1,398-27.1% | $1,053-3.3% | $4,751-78.6% |
| Participant deferral / active EE | $916 | $2,557-64.2% | $1,924-52.4% | $6,710-86.3% |
| Admin fee / account holder | $7,347 | $3,265+125.0% | $2,516+192.0% | $11,403-35.6% |