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 | $19,750 | $189,613-89.6% | $167,512-88.2% | $142,382-86.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 18.13% | 2024.68%-2006.5pp | 1615.79%-1597.7pp | 217.08%-198.9pp |
| Employer contribution / active EE | $2,097 | $4,349-51.8% | $3,882-46.0% | $4,299-51.2% |
| Participant deferral / active EE | $2,411 | $6,981-65.5% | $6,405-62.3% | $6,507-62.9% |
| Admin fee / account holder | $1,003 | $10,528-90.5% | $9,769-89.7% | $12,624-92.1% |