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 | $3,072 | $27,915-89.0% | $58,482-94.7% | $75,163-95.9% |
| Participation rate | 76.9% | 38.8%+38.1pp | 50.9%+26.1pp | 67.2%+9.7pp |
| Annual return | 26.92% | 44.20%-17.3pp | 4239.32%-4212.4pp | 160.62%-133.7pp |
| Employer contribution / active EE | $1,430 | $669+113.7% | $1,053+35.8% | $2,670-46.4% |
| Participant deferral / active EE | $1,823 | $1,201+51.7% | $1,924-5.3% | $4,125-55.8% |
| Admin fee / account holder | $392 | $1,726-77.3% | $2,516-84.4% | $5,651-93.1% |