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 5-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 | $24,575 | $189,613-87.0% | $167,512-85.3% | $142,382-82.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 16.92% | 2024.68%-2007.8pp | 1615.79%-1598.9pp | 217.08%-200.2pp |
| Employer contribution / active EE | $5,787 | $4,349+33.1% | $3,882+49.1% | $4,299+34.6% |
| Participant deferral / active EE | $2,997 | $6,981-57.1% | $6,405-53.2% | $6,507-54.0% |
| Admin fee / account holder | $19,852 | $10,528+88.6% | $9,769+103.2% | $12,624+57.3% |