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 | $1,520 | $76,738-98.0% | $56,411-97.3% | $145,922-99.0% |
| Participation rate | 75.0% | 63.2%+11.8pp | 52.5%+22.5pp | 80.3%-5.3pp |
| Annual return | 9.15% | 2994.23%-2985.1pp | 1701.33%-1692.2pp | 561.29%-552.1pp |
| Employer contribution / active EE | $521 | $1,380-62.2% | $1,039-49.8% | $4,660-88.8% |
| Participant deferral / active EE | $562 | $2,623-78.6% | $1,952-71.2% | $6,688-91.6% |
| Admin fee / account holder | $3,006 | $3,334-9.8% | $2,829+6.3% | $13,397-77.6% |