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 | $5,858 | $30,400-80.7% | $53,898-89.1% | $84,808-93.1% |
| Participation rate | 96.0% | 46.4%+49.6pp | 55.0%+41.0pp | 68.3%+27.7pp |
| Annual return | 44.79% | 500.19%-455.4pp | 528.60%-483.8pp | 40.90%+3.9pp |
| Employer contribution / active EE | $1,482 | $603+145.9% | $932+59.0% | $2,631-43.7% |
| Participant deferral / active EE | $2,523 | $1,199+110.5% | $1,826+38.1% | $4,212-40.1% |
| Admin fee / account holder | $559 | $1,993-72.0% | $2,491-77.6% | $7,344-92.4% |