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 | $1,203 | $70,606-98.3% | $53,898-97.8% | $142,382-99.2% |
| Participation rate | 90.9% | 63.7%+27.2pp | 55.0%+35.9pp | 80.1%+10.8pp |
| Annual return | 16.36% | 619.81%-603.5pp | 528.60%-512.2pp | 217.08%-200.7pp |
| Employer contribution / active EE | $370 | $1,202-69.2% | $932-60.3% | $4,299-91.4% |
| Participant deferral / active EE | $988 | $2,364-58.2% | $1,826-45.9% | $6,507-84.8% |
| Admin fee / account holder | $2,030 | $2,852-28.8% | $2,491-18.5% | $12,624-83.9% |