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 | $1,608 | $76,738-97.9% | $56,411-97.1% | $145,922-98.9% |
| Participation rate | 77.3% | 63.2%+14.1pp | 52.5%+24.8pp | 80.3%-3.0pp |
| Annual return | 10.27% | 2994.23%-2984.0pp | 1701.33%-1691.1pp | 561.29%-551.0pp |
| Employer contribution / active EE | $457 | $1,380-66.8% | $1,039-56.0% | $4,660-90.2% |
| Participant deferral / active EE | $805 | $2,623-69.3% | $1,952-58.8% | $6,688-88.0% |
| Admin fee / account holder | $597 | $3,334-82.1% | $2,829-78.9% | $13,397-95.5% |