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 | $29,408 | $64,707-54.6% | $112,228-73.8% | $68,494-57.1% |
| Participation rate | 97.1% | 67.2%+30.0pp | 75.1%+22.1pp | 67.9%+29.3pp |
| Annual return | 386.50% | -11.40%+397.9pp | 27.45%+359.1pp | -7.84%+394.3pp |
| Employer contribution / active EE | $5,809 | $2,746+111.5% | $3,635+59.8% | $2,596+123.7% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,027-100.0% |
| Admin fee / account holder | $1,113 | $5,232-78.7% | $6,410-82.6% | $5,403-79.4% |