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 6-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 | $41,034 | $189,613-78.4% | $167,512-75.5% | $142,382-71.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 18.44% | 2024.68%-2006.2pp | 1615.79%-1597.3pp | 217.08%-198.6pp |
| Employer contribution / active EE | $3,196 | $4,349-26.5% | $3,882-17.7% | $4,299-25.7% |
| Participant deferral / active EE | $13,769 | $6,981+97.2% | $6,405+115.0% | $6,507+111.6% |
| Admin fee / account holder | $709 | $10,528-93.3% | $9,769-92.7% | $12,624-94.4% |