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 9-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 | $87,114 | $189,613-54.1% | $167,512-48.0% | $142,382-38.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 15.92% | 2024.68%-2008.8pp | 1615.79%-1599.9pp | 217.08%-201.2pp |
| Employer contribution / active EE | $2,260 | $4,349-48.0% | $3,882-41.8% | $4,299-47.4% |
| Participant deferral / active EE | $7,843 | $6,981+12.3% | $6,405+22.5% | $6,507+20.5% |
| Admin fee / account holder | $2,876 | $10,528-72.7% | $9,769-70.6% | $12,624-77.2% |