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 | $3,584 | $74,888-95.2% | $71,209-95.0% | $142,382-97.5% |
| Participation rate | 84.2% | 76.2%+8.0pp | 73.8%+10.5pp | 80.1%+4.1pp |
| Annual return | 20.46% | 345.14%-324.7pp | 282.51%-262.1pp | 217.08%-196.6pp |
| Employer contribution / active EE | $986 | $2,854-65.5% | $2,721-63.8% | $4,299-77.1% |
| Participant deferral / active EE | $812 | $4,454-81.8% | $4,175-80.6% | $6,507-87.5% |
| Admin fee / account holder | $1,829 | $5,568-67.2% | $5,349-65.8% | $12,624-85.5% |