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 | $95,990 | $189,613-49.4% | $167,512-42.7% | $142,382-32.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 15.53% | 2024.68%-2009.2pp | 1615.79%-1600.3pp | 217.08%-201.5pp |
| Employer contribution / active EE | $3,598 | $4,349-17.3% | $3,882-7.3% | $4,299-16.3% |
| Participant deferral / active EE | $10,999 | $6,981+57.5% | $6,405+71.7% | $6,507+69.0% |
| Admin fee / account holder | $975 | $10,528-90.7% | $9,769-90.0% | $12,624-92.3% |