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 | $5,863 | $29,319-80.0% | $52,425-88.8% | $82,448-92.9% |
| Participation rate | 74.5% | 46.9%+27.7pp | 55.6%+18.9pp | 68.1%+6.4pp |
| Annual return | 19.36% | 535.20%-515.8pp | 302.12%-282.8pp | 41.64%-22.3pp |
| Employer contribution / active EE | $946 | $586+61.3% | $914+3.5% | $2,551-62.9% |
| Participant deferral / active EE | $1,025 | $1,171-12.5% | $1,790-42.8% | $4,139-75.2% |
| Admin fee / account holder | $998 | $1,962-49.1% | $2,495-60.0% | $7,234-86.2% |