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 7-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 | $15,246 | $189,613-92.0% | $167,512-90.9% | $142,382-89.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 14.60% | 2024.68%-2010.1pp | 1615.79%-1601.2pp | 217.08%-202.5pp |
| Employer contribution / active EE | $1,587 | $4,349-63.5% | $3,882-59.1% | $4,299-63.1% |
| Participant deferral / active EE | $3,689 | $6,981-47.2% | $6,405-42.4% | $6,507-43.3% |
| Admin fee / account holder | $9,079 | $10,528-13.8% | $9,769-7.1% | $12,624-28.1% |