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 | $4,832 | $70,606-93.2% | $53,898-91.0% | $142,382-96.6% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 17.35% | 619.81%-602.5pp | 528.60%-511.3pp | 217.08%-199.7pp |
| Employer contribution / active EE | $318 | $1,202-73.6% | $932-65.9% | $4,299-92.6% |
| Participant deferral / active EE | $535 | $2,364-77.4% | $1,826-70.7% | $6,507-91.8% |
| Admin fee / account holder | $1,269 | $2,852-55.5% | $2,491-49.1% | $12,624-89.9% |