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 10-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 | $103,992 | $189,613-45.2% | $167,512-37.9% | $142,382-27.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 10.52% | 2024.68%-2014.2pp | 1615.79%-1605.3pp | 217.08%-206.6pp |
| Employer contribution / active EE | $3,622 | $4,349-16.7% | $3,882-6.7% | $4,299-15.8% |
| Participant deferral / active EE | $6,391 | $6,981-8.5% | $6,405-0.2% | $6,507-1.8% |
| Admin fee / account holder | $1,534 | $10,528-85.4% | $9,769-84.3% | $12,624-87.9% |