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 | $30,514 | $189,613-83.9% | $167,512-81.8% | $142,382-78.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 17.18% | 2024.68%-2007.5pp | 1615.79%-1598.6pp | 217.08%-199.9pp |
| Employer contribution / active EE | $3,031 | $4,349-30.3% | $3,882-21.9% | $4,299-29.5% |
| Participant deferral / active EE | $6,733 | $6,981-3.6% | $6,405+5.1% | $6,507+3.5% |
| Admin fee / account holder | $1,872 | $10,528-82.2% | $9,769-80.8% | $12,624-85.2% |