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 | $22,279 | $189,613-88.3% | $167,512-86.7% | $142,382-84.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 16.14% | 2024.68%-2008.5pp | 1615.79%-1599.7pp | 217.08%-200.9pp |
| Employer contribution / active EE | $599 | $4,349-86.2% | $3,882-84.6% | $4,299-86.1% |
| Participant deferral / active EE | $1,758 | $6,981-74.8% | $6,405-72.6% | $6,507-73.0% |
| Admin fee / account holder | $4,597 | $10,528-56.3% | $9,769-52.9% | $12,624-63.6% |