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 5-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 | $58,101 | $189,613-69.4% | $167,512-65.3% | $142,382-59.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 15.39% | 2024.68%-2009.3pp | 1615.79%-1600.4pp | 217.08%-201.7pp |
| Employer contribution / active EE | $1,636 | $4,349-62.4% | $3,882-57.9% | $4,299-61.9% |
| Participant deferral / active EE | $8,625 | $6,981+23.5% | $6,405+34.7% | $6,507+32.5% |
| Admin fee / account holder | $17,673 | $10,528+67.9% | $9,769+80.9% | $12,624+40.0% |