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 | $1,569 | $67,823-97.7% | $52,425-97.0% | $137,256-98.9% |
| Participation rate | 81.0% | 63.9%+17.0pp | 55.6%+25.3pp | 80.0%+1.0pp |
| Annual return | 19.79% | 219.11%-199.3pp | 302.12%-282.3pp | 220.34%-200.6pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $279 | $2,288-87.8% | $1,790-84.4% | $6,407-95.6% |
| Admin fee / account holder | $453 | $2,844-84.1% | $2,495-81.8% | $12,270-96.3% |