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 | $63,721 | $189,613-66.4% | $167,512-62.0% | $142,382-55.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 12.43% | 2024.68%-2012.3pp | 1615.79%-1603.4pp | 217.08%-204.6pp |
| Employer contribution / active EE | $2,559 | $4,349-41.2% | $3,882-34.1% | $4,299-40.5% |
| Participant deferral / active EE | $1,766 | $6,981-74.7% | $6,405-72.4% | $6,507-72.9% |
| Admin fee / account holder | $1,126 | $10,528-89.3% | $9,769-88.5% | $12,624-91.1% |