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 | $24,246 | $189,613-87.2% | $167,512-85.5% | $142,382-83.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 14.65% | 2024.68%-2010.0pp | 1615.79%-1601.1pp | 217.08%-202.4pp |
| Employer contribution / active EE | $2,792 | $4,349-35.8% | $3,882-28.1% | $4,299-35.1% |
| Participant deferral / active EE | $2,218 | $6,981-68.2% | $6,405-65.4% | $6,507-65.9% |
| Admin fee / account holder | $775 | $10,528-92.6% | $9,769-92.1% | $12,624-93.9% |