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 4-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 | $26,426 | $189,613-86.1% | $167,512-84.2% | $142,382-81.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 18.78% | 2024.68%-2005.9pp | 1615.79%-1597.0pp | 217.08%-198.3pp |
| Employer contribution / active EE | $3,056 | $4,349-29.7% | $3,882-21.3% | $4,299-28.9% |
| Participant deferral / active EE | $4,487 | $6,981-35.7% | $6,405-29.9% | $6,507-31.0% |
| Admin fee / account holder | $1,887 | $10,528-82.1% | $9,769-80.7% | $12,624-85.1% |