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 | $4,893 | $51,638-90.5% | $68,368-92.8% | $82,448-94.1% |
| Participation rate | 90.9% | 63.6%+27.3pp | 73.8%+17.2pp | 68.1%+22.8pp |
| Annual return | 27.64% | 37.53%-9.9pp | 292.57%-264.9pp | 41.64%-14.0pp |
| Employer contribution / active EE | $1,545 | $2,047-24.5% | $2,649-41.7% | $2,551-39.4% |
| Participant deferral / active EE | $2,199 | $2,914-24.5% | $4,123-46.7% | $4,139-46.9% |
| Admin fee / account holder | $1,863 | $4,643-59.9% | $5,150-63.8% | $7,234-74.3% |