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 | $3,455 | $76,738-95.5% | $56,411-93.9% | $145,922-97.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 20.95% | 2994.23%-2973.3pp | 1701.33%-1680.4pp | 561.29%-540.3pp |
| Employer contribution / active EE | $937 | $1,380-32.1% | $1,039-9.8% | $4,660-79.9% |
| Participant deferral / active EE | $982 | $2,623-62.6% | $1,952-49.7% | $6,688-85.3% |
| Admin fee / account holder | $321 | $3,334-90.4% | $2,829-88.7% | $13,397-97.6% |