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 | $40,746 | $189,613-78.5% | $167,512-75.7% | $142,382-71.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 13.30% | 2024.68%-2011.4pp | 1615.79%-1602.5pp | 217.08%-203.8pp |
| Employer contribution / active EE | $2,929 | $4,349-32.6% | $3,882-24.5% | $4,299-31.9% |
| Participant deferral / active EE | $5,919 | $6,981-15.2% | $6,405-7.6% | $6,507-9.0% |
| Admin fee / account holder | $2,927 | $10,528-72.2% | $9,769-70.0% | $12,624-76.8% |