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 | $26,959 | $189,613-85.8% | $167,512-83.9% | $142,382-81.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 17.63% | 2024.68%-2007.0pp | 1615.79%-1598.2pp | 217.08%-199.4pp |
| Employer contribution / active EE | $3,910 | $4,349-10.1% | $3,882+0.7% | $4,299-9.1% |
| Participant deferral / active EE | $8,872 | $6,981+27.1% | $6,405+38.5% | $6,507+36.3% |
| Admin fee / account holder | $386 | $10,528-96.3% | $9,769-96.0% | $12,624-96.9% |