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 | $91,952 | $189,613-51.5% | $167,512-45.1% | $142,382-35.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 16.89% | 2024.68%-2007.8pp | 1615.79%-1598.9pp | 217.08%-200.2pp |
| Employer contribution / active EE | $2,094 | $4,349-51.9% | $3,882-46.1% | $4,299-51.3% |
| Participant deferral / active EE | $8,915 | $6,981+27.7% | $6,405+39.2% | $6,507+37.0% |
| Admin fee / account holder | $3,133 | $10,528-70.2% | $9,769-67.9% | $12,624-75.2% |