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 | $14,506 | $96,305-84.9% | $80,569-82.0% | $139,434-89.6% |
| Participation rate | 77.8% | 73.6%+4.1pp | 67.0%+10.8pp | 80.3%-2.5pp |
| Annual return | 25.64% | 1350.08%-1324.4pp | 935.43%-909.8pp | 372.94%-347.3pp |
| Employer contribution / active EE | $1,748 | $3,262-46.4% | $2,723-35.8% | $4,751-63.2% |
| Participant deferral / active EE | $2,355 | $5,232-55.0% | $4,447-47.1% | $6,710-64.9% |
| Admin fee / account holder | $853 | $6,599-87.1% | $5,377-84.1% | $11,403-92.5% |