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 | $13,478 | $102,604-86.9% | $86,188-84.4% | $139,434-90.3% |
| Participation rate | 77.8% | 74.5%+3.3pp | 69.0%+8.8pp | 80.3%-2.5pp |
| Annual return | 39.25% | 1922.51%-1883.3pp | 1168.45%-1129.2pp | 372.94%-333.7pp |
| Employer contribution / active EE | $1,393 | $3,032-54.0% | $2,380-41.5% | $4,751-70.7% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $3,985-100.0% | $6,710-100.0% |
| Admin fee / account holder | $1,454 | $8,657-83.2% | $6,852-78.8% | $11,403-87.2% |