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 | $14,285 | $189,613-92.5% | $167,512-91.5% | $142,382-90.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 23.28% | 2024.68%-2001.4pp | 1615.79%-1592.5pp | 217.08%-193.8pp |
| Employer contribution / active EE | $1,429 | $4,349-67.1% | $3,882-63.2% | $4,299-66.8% |
| Participant deferral / active EE | $3,573 | $6,981-48.8% | $6,405-44.2% | $6,507-45.1% |
| Admin fee / account holder | $1,243 | $10,528-88.2% | $9,769-87.3% | $12,624-90.2% |