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 6-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 | $3,814 | $76,738-95.0% | $56,411-93.2% | $145,922-97.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 12.09% | 2994.23%-2982.1pp | 1701.33%-1689.2pp | 561.29%-549.2pp |
| Employer contribution / active EE | $101 | $1,380-92.7% | $1,039-90.3% | $4,660-97.8% |
| Participant deferral / active EE | $611 | $2,623-76.7% | $1,952-68.7% | $6,688-90.9% |
| Admin fee / account holder | $1,025 | $3,334-69.3% | $2,829-63.8% | $13,397-92.3% |