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 3-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 | $1,500 | $76,738-98.0% | $56,411-97.3% | $145,922-99.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 6.78% | 2994.23%-2987.5pp | 1701.33%-1694.6pp | 561.29%-554.5pp |
| Employer contribution / active EE | $508 | $1,380-63.2% | $1,039-51.1% | $4,660-89.1% |
| Participant deferral / active EE | $1,252 | $2,623-52.3% | $1,952-35.9% | $6,688-81.3% |
| Admin fee / account holder | $337 | $3,334-89.9% | $2,829-88.1% | $13,397-97.5% |