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 | $68,225 | $189,613-64.0% | $167,512-59.3% | $142,382-52.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 22.43% | 2024.68%-2002.2pp | 1615.79%-1593.4pp | 217.08%-194.6pp |
| Employer contribution / active EE | $5,109 | $4,349+17.5% | $3,882+31.6% | $4,299+18.8% |
| Participant deferral / active EE | $4,587 | $6,981-34.3% | $6,405-28.4% | $6,507-29.5% |
| Admin fee / account holder | $16,316 | $10,528+55.0% | $9,769+67.0% | $12,624+29.2% |