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 8-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 | $84,375 | $189,613-55.5% | $167,512-49.6% | $142,382-40.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 18.33% | 2024.68%-2006.4pp | 1615.79%-1597.5pp | 217.08%-198.7pp |
| Employer contribution / active EE | $3,815 | $4,349-12.3% | $3,882-1.7% | $4,299-11.3% |
| Participant deferral / active EE | $8,489 | $6,981+21.6% | $6,405+32.5% | $6,507+30.5% |
| Admin fee / account holder | $5,788 | $10,528-45.0% | $9,769-40.8% | $12,624-54.1% |