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 | $1,569 | $70,606-97.8% | $53,898-97.1% | $142,382-98.9% |
| Participation rate | 81.0% | 63.7%+17.2pp | 55.0%+26.0pp | 80.1%+0.8pp |
| Annual return | 19.79% | 619.81%-600.0pp | 528.60%-508.8pp | 217.08%-197.3pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $279 | $2,364-88.2% | $1,826-84.7% | $6,507-95.7% |
| Admin fee / account holder | $453 | $2,852-84.1% | $2,491-81.8% | $12,624-96.4% |