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 7-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 | $103,542 | $189,613-45.4% | $167,512-38.2% | $142,382-27.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 17.17% | 2024.68%-2007.5pp | 1615.79%-1598.6pp | 217.08%-199.9pp |
| Employer contribution / active EE | $2,096 | $4,349-51.8% | $3,882-46.0% | $4,299-51.2% |
| Participant deferral / active EE | $23,963 | $6,981+243.2% | $6,405+274.2% | $6,507+268.3% |
| Admin fee / account holder | $1,753 | $10,528-83.3% | $9,769-82.1% | $12,624-86.1% |