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 3-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 | $17,597 | $189,613-90.7% | $167,512-89.5% | $142,382-87.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 22.42% | 2024.68%-2002.3pp | 1615.79%-1593.4pp | 217.08%-194.7pp |
| Employer contribution / active EE | $2,630 | $4,349-39.5% | $3,882-32.3% | $4,299-38.8% |
| Participant deferral / active EE | $4,889 | $6,981-30.0% | $6,405-23.7% | $6,507-24.9% |
| Admin fee / account holder | $1,067 | $10,528-89.9% | $9,769-89.1% | $12,624-91.5% |