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 | $20,097 | $189,613-89.4% | $167,512-88.0% | $142,382-85.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 23.56% | 2024.68%-2001.1pp | 1615.79%-1592.2pp | 217.08%-193.5pp |
| Employer contribution / active EE | $3,414 | $4,349-21.5% | $3,882-12.1% | $4,299-20.6% |
| Participant deferral / active EE | $5,698 | $6,981-18.4% | $6,405-11.0% | $6,507-12.4% |
| Admin fee / account holder | $1,228 | $10,528-88.3% | $9,769-87.4% | $12,624-90.3% |