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 3-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 | $5,858 | $29,319-80.0% | $52,425-88.8% | $82,448-92.9% |
| Participation rate | 96.0% | 46.9%+49.1pp | 55.6%+40.4pp | 68.1%+27.9pp |
| Annual return | 44.79% | 535.20%-490.4pp | 302.12%-257.3pp | 41.64%+3.2pp |
| Employer contribution / active EE | $1,482 | $586+152.7% | $914+62.1% | $2,551-41.9% |
| Participant deferral / active EE | $2,523 | $1,171+115.4% | $1,790+40.9% | $4,139-39.1% |
| Admin fee / account holder | $559 | $1,962-71.5% | $2,495-77.6% | $7,234-92.3% |