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 | $69,566 | $189,613-63.3% | $167,512-58.5% | $142,382-51.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 14.26% | 2024.68%-2010.4pp | 1615.79%-1601.5pp | 217.08%-202.8pp |
| Employer contribution / active EE | $5,440 | $4,349+25.1% | $3,882+40.1% | $4,299+26.5% |
| Participant deferral / active EE | $6,372 | $6,981-8.7% | $6,405-0.5% | $6,507-2.1% |
| Admin fee / account holder | $4,600 | $10,528-56.3% | $9,769-52.9% | $12,624-63.6% |