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 10-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 | $51,997 | $189,613-72.6% | $167,512-69.0% | $142,382-63.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 10.37% | 2024.68%-2014.3pp | 1615.79%-1605.4pp | 217.08%-206.7pp |
| Employer contribution / active EE | $1,864 | $4,349-57.1% | $3,882-52.0% | $4,299-56.6% |
| Participant deferral / active EE | $4,914 | $6,981-29.6% | $6,405-23.3% | $6,507-24.5% |
| Admin fee / account holder | $35,312 | $10,528+235.4% | $9,769+261.5% | $12,624+179.7% |