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 | $38,137 | $189,613-79.9% | $167,512-77.2% | $142,382-73.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 26.15% | 2024.68%-1998.5pp | 1615.79%-1589.6pp | 217.08%-190.9pp |
| Employer contribution / active EE | $3,193 | $4,349-26.6% | $3,882-17.7% | $4,299-25.7% |
| Participant deferral / active EE | $4,401 | $6,981-37.0% | $6,405-31.3% | $6,507-32.4% |
| Admin fee / account holder | $1,661 | $10,528-84.2% | $9,769-83.0% | $12,624-86.8% |