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 | $1,529 | $70,606-97.8% | $53,898-97.2% | $142,382-98.9% |
| Participation rate | 86.7% | 63.7%+23.0pp | 55.0%+31.7pp | 80.1%+6.5pp |
| Annual return | 25.57% | 619.81%-594.2pp | 528.60%-503.0pp | 217.08%-191.5pp |
| Employer contribution / active EE | $196 | $1,202-83.7% | $932-79.0% | $4,299-95.4% |
| Participant deferral / active EE | $891 | $2,364-62.3% | $1,826-51.2% | $6,507-86.3% |
| Admin fee / account holder | $571 | $2,852-80.0% | $2,491-77.1% | $12,624-95.5% |