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 | $41,035 | $189,613-78.4% | $167,512-75.5% | $142,382-71.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 15.91% | 2024.68%-2008.8pp | 1615.79%-1599.9pp | 217.08%-201.2pp |
| Employer contribution / active EE | $3,174 | $4,349-27.0% | $3,882-18.2% | $4,299-26.2% |
| Participant deferral / active EE | $1,538 | $6,981-78.0% | $6,405-76.0% | $6,507-76.4% |
| Admin fee / account holder | $1,674 | $10,528-84.1% | $9,769-82.9% | $12,624-86.7% |