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 | $5,005 | $27,915-82.1% | $58,482-91.4% | $75,163-93.3% |
| Participation rate | 87.5% | 38.8%+48.7pp | 50.9%+36.6pp | 67.2%+20.3pp |
| Annual return | 25.28% | 44.20%-18.9pp | 4239.32%-4214.0pp | 160.62%-135.3pp |
| Employer contribution / active EE | $776 | $669+16.0% | $1,053-26.3% | $2,670-70.9% |
| Participant deferral / active EE | $1,753 | $1,201+45.9% | $1,924-8.9% | $4,125-57.5% |
| Admin fee / account holder | $792 | $1,726-54.1% | $2,516-68.5% | $5,651-86.0% |